Posted - 20 Nov 2018

Location - LONDON, UK




Our client is a UHNW multi-family office based in London.


The company’s function is to centralise the management of significant wealth by operating as the primary financial advisor and gatekeeper to the professional management of assets, debt securities, real estate and other projects.  The company also provides services such as financial reporting, private equity investment, tax advice, residential and commercial lending, property project management, document management and record keeping, the administration of legal affairs and other bespoke personal services.


Team responsibilities

  • Collection of any applicable AML supporting documentation/KYC and management of any such information/documentation
  • Setting up clients and counterparties in the Company’s database and back office systems
  • Ongoing KYC reviews and reports for all clients, dependent on risk rating (e.g. Low, medium, high, PEP)
  • Acting as a point of contact for clients for daily queries or requests
  • Reporting to Head of Client Relationships


Investment Administration

  • Keeping the client reporting system up to date
  • Ensuring the task management system operates efficiently day-to-day
  • Carrying out a variety of fund administration and related operations tasks
  • Asset/liabilities valuations collection
  • Filing and maintaining records



  • Highly computer literate with MS Office
  • Competent at learning new programs
  • Ordering new IT equipment
  • Setting up new users and workstations


Ad Hoc Projects (examples)

  • Research insurance marketplace at UHNW level (private health, contents, property)
  • Creating a family charitable foundation


Ad hoc Office Administration

  • The office has a small close-knit team who all get involved with making sure the office runs smoothly. Candidates must be prepared to ‘muck in’ with office admin when necessary e.g clearing the boardroom between meetings, locking up if you are the last in the office, meeting and greeting clients upon arrival.
  • Helping to organise social events throughout the year, Christmas cards, gifts



  • 3+ years administration experience
  • Presentable in appearance and manner
  • Excellent written and spoken English with the ability to liaise effectively with HNW clients and contacts at all levels
  • High attention to detail
  • Ability to balance multiple projects while remaining highly organised
  • Ability to develop relationships internally and act in a professional manner
  • Strong drive, initiative and follow-up


Salary: £30 – 35k (may be negotiable dependant on experience)


If you would like to find out more about the role, please send your details to Lillie Allen at


REF: AGR2473

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