Posted - 3 Nov 2020

Location - LONDON, UK




Location: West End

Salary: £40,000 - £45,000 p.a.

Term: Contract

Ref: LKFINEA21764


A Family Office connected to an investment company is looking for a Finance EA for a 12-month maternity cover contract. You will be supporting the Head of the Family office, based in the West End in beautiful offices (remote working during lockdown).


The role:

You predominant part of the role is finance/ accounting, so you must have experience and a keen interest in this. Please see core duties below:


Finance (70%):

  • Managing accounts receivable and payable

  • Weekly bank reconciliation

  • Weekly investment portfolio overview

  • General financial admin - filing financial statements, agreements, KYC checks, tax returns


EA (25%):

  • Light diary management, coordinating meetings

  • Travel arrangements, including visas and checking Covid regulations

  • Processing expenses

  • General admin support as required


Charity Foundation (5%):

  • Inbox management, managing funding requests and sending monthly overviews

  • Scheduling and minuting monthly meeting

  • Updating website with new projects


The candidate:

This role will suit an EA with proven experience in financial services, ideally in a Family Office, or supporting an UHNWI. You will have a related degree or finance qualification. This could also suit an Accountant who is happy to take on some EA duties.


You will also have:

  • High attention to detail

  • The ability to work well independently and enjoy being able to structure the role in your own way

  • Excellent communication and organisation skills

  • Advance MS Office skills – especially Excel,

  • A sensitive manner in managing confidential information

  • Fluent German is preferential, but not essential.


If you’re interested in this role, please apply below now!


Click here to apply

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