Family Office Finance and Operations Assistant
other jobs Tiger Recruitment
Added before 5 Days
- England,London,City of London
- Full Time, Contract
- £45,000 - £55,000 per annum
Job Description:
Full job descriptionFamily Office Finance & Operations Assistant
Hybrid with West London office 3 days per week
Fixed Term Contract – 1 year
£45,000 - £55,000
Overview
We have an excellent opportunity for a highly organised and detail-oriented Family Office Finance & Operations Assistant to support the smooth running of a busy HNW Family Office.
Reporting to the Finance Manager, this is a varied support role requiring someone who is numerically strong, proactive, adaptable, and comfortable switching between Finance and Operations tasks.
Key Responsibilities
*Record and reconcile global bank transactions across multiple bank accounts and credit cards using Xero.
*Monitor bank balances and prepare weekly cash reports.
*Retrieve and upload financial data and produce monthly, quarterly, and YTD Global P&Ls for review.
*Issue invoices, process reimbursements, organise weekly payment runs, and draft and execute payments as instructed.
*Submit company card receipts through Brex and maintain accurate payment records, handling highly sensitive information with discretion.
*Assist with tracking investments across different platforms.
*Execute stock trades upon instruction and maintain accurate reporting across accounts, including highlighting realised profits following sales.
*Assist with forms, questionnaires, health insurance claims, and other administrative requirements.
*Track suppliers and contracts and maintain an organised Property Registry.
*Maintain the Family Office Google Drive and ensure documents are filed correctly.
*Provide general ad hoc support to the Finance Manager and Project & Operations Manager as required.
Profile
*Previous experience working within a Family Office or supporting HNWIs Family Office is essential.
*Strong numerical skills, financial acumen, and exceptional attention to detail.
*Proficient in Excel and ideally experienced with Xero.
*Tech and IT savvy, with the ability to troubleshoot and investigate basic IT issues with familiarity with MacOS and Gmail.
*Spanish language skills is a significant advantage.
*Able to work under pressure, meet deadlines, and prioritise effectively.
*Strong understanding of the requirements and challenges of working within a Family Office.
Tiger Recruitment is B Corp Certified, which means that we’ve been verified as meeting B Lab’s high standards for social and environmental impact.
REF: JL214986
Tiger is B Corp Certified. We are part of a global movement of businesses committed to improving social and environmental conditions around the world.
Hybrid with West London office 3 days per week
Fixed Term Contract – 1 year
£45,000 - £55,000
Overview
We have an excellent opportunity for a highly organised and detail-oriented Family Office Finance & Operations Assistant to support the smooth running of a busy HNW Family Office.
Reporting to the Finance Manager, this is a varied support role requiring someone who is numerically strong, proactive, adaptable, and comfortable switching between Finance and Operations tasks.
Key Responsibilities
*Record and reconcile global bank transactions across multiple bank accounts and credit cards using Xero.
*Monitor bank balances and prepare weekly cash reports.
*Retrieve and upload financial data and produce monthly, quarterly, and YTD Global P&Ls for review.
*Issue invoices, process reimbursements, organise weekly payment runs, and draft and execute payments as instructed.
*Submit company card receipts through Brex and maintain accurate payment records, handling highly sensitive information with discretion.
*Assist with tracking investments across different platforms.
*Execute stock trades upon instruction and maintain accurate reporting across accounts, including highlighting realised profits following sales.
*Assist with forms, questionnaires, health insurance claims, and other administrative requirements.
*Track suppliers and contracts and maintain an organised Property Registry.
*Maintain the Family Office Google Drive and ensure documents are filed correctly.
*Provide general ad hoc support to the Finance Manager and Project & Operations Manager as required.
Profile
*Previous experience working within a Family Office or supporting HNWIs Family Office is essential.
*Strong numerical skills, financial acumen, and exceptional attention to detail.
*Proficient in Excel and ideally experienced with Xero.
*Tech and IT savvy, with the ability to troubleshoot and investigate basic IT issues with familiarity with MacOS and Gmail.
*Spanish language skills is a significant advantage.
*Able to work under pressure, meet deadlines, and prioritise effectively.
*Strong understanding of the requirements and challenges of working within a Family Office.
Tiger Recruitment is B Corp Certified, which means that we’ve been verified as meeting B Lab’s high standards for social and environmental impact.
REF: JL214986
Tiger is B Corp Certified. We are part of a global movement of businesses committed to improving social and environmental conditions around the world.
Job number 4166561
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