FAMILY OFFICE ADMINISTRATOR

FAMILY OFFICE ADMINISTRATOR

Posted - 19 March 2022

Location - LONDON, UK

An exclusive opportunity has arisen for a company that provides strategic advice, finance and tax services to private clients, companies, entrepreneurs and their businesses.

The Role:

The role will include compliance services with a little advisory work as required, for a portfolio of family clients and providing assistance to a small team here.

Overall purpose – reporting to the relevant senior manager and partner as part of a team that runs a family office and associated trusts for private clients.  The role includes responsibility for aspects of the work including – transaction execution and client correspondence, with scope for some delegation, as appropriate.

• To work closely with the managers and partner.
• Responding quickly to, as well as anticipating client requests/needs, and maintaining regular contact with the co-professionals with whom we work.
• Monitoring family bank account balances. Liaising with property agents, investment managers and other professionals.
• Completing paperwork where required by banks, investment managers and others. Oversight/monitoring of those processes.
• Setting up ad hoc online bank payments.
• Reconciling tax payments due with HMRC records. Organising payments.
• Updating client cashbooks and cash flow forecasts.
• Monitoring project expenditure and maintaining asset records.
• Monitoring receipt of income due to the family from their investments and quarterly reconciliation of family’s holdings and investment register.
• Assisting with circulation of family company documentation to shareholders.
• Liaising with life assurance companies where necessary. Assisting the team with cross jurisdictional tax reporting under guidance from managers and partner.
• Preparation of electronic meeting packs & agendas. Assisting the team with post meeting actions where appropriate.
• Drafting letters of authority and written instructions where required from the clients.
• Assistance with investment purchases & sales.
• Monitoring & updating timetable & key dates schedules.
• Any other duties as required.

Candidate Requirements:

• A background in Family Office Administration
• Effective client service skills
• Capable of working in a team
• Flexible working attitude.
• An ability to multi- task across different matters at the same time.
• Organised and methodical manner
• Good written and oral communication skills (confident dealing with clients, bankers and investment managers etc, able to produce accurate well presented schedules, letters and reports).
• Good IT skills – including proficient use of Excel and Word.

Remuneration for this role is circa £45,000 – £60,000 (basic salary per annum) plus benefits. Dependant on experience.

If you would like to apply for the role, please send your CV to Chris Costi at ChrisC@AgreusGroup.com.

REF: AGR2840