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