Login to Apply

This is a great opportunity for a polished, experienced professional (from financial services sector) to work for our client, a long-established firm, supporting highly successful professionals in their modern, open plan office.

This is a very varied role, which will suit someone with a high EQ and discretion coupled with a flexible, muck-in and proactive approach

20 hours / 3 days a week in office

Key duties:

* Support business administration and EA responsibilities for the founders and team. Invoice management – point person for payable invoices.

* Maintain database of all invoices, work with outsourced accountants to ensure books and records are complete and accurate. Payments inputted to banking system for approval.

* Diary management: organise meetings, conference calls and navigate schedule conflicts.

* Assist with the annual audit process and board meeting administration.

* Preparing monthly valuation spreadsheet in MS Excel to document investor statements received.

* Manage outsourced IT providers to ensure quick resolution of any IT issues.

* Support administrative processes of charitable trust including audit support and bookkeeping.

* Office management tasks Occasional travel and real estate support along with ad-hoc event planning.

* Management of the office space and point person for the landlord. Potential to learn and take on more operational tasks as suitable to the candidate

Skills required:

* Proficient in Outlook and experienced in using Microsoft Office Suite.

* Excellent organizational skills with a can-do attitude and the confidence to learn and take on new tasks.

* Motivated to support the founders and team with a desire to assist wherever possible in the day to day running of the family office business