Purpose of the role:
This is an exciting opportunity for a motivated and highly accurate individual to join our client's Family Office services team, to assist the Administrators with basic tasks concerning their client portfolio. This is a 12-month contract to cover a period of maternity and an excellent opportunity for someone to gain experience working in a busy family office.
Responsibilities:
- Assist more senior staff with basic tasks concerning their client portfolio
- Assist with the maintenance of statutory books and records
- Prepare payment instructions including for online banking systems, with supporting documents
- Understand the different requirements/process for payments for high-risk clients
- Prepare BCF (billing control forms) and WIP (work in process reports) for team
- Send out invoices to clients
- Settle invoices
- Schedule team and client meetings and any preparation needed
- Update of team schedules/reports
- Update any team-specific spreadsheets/information
- Arrange flights, accommodation and transfers
- Prepare itineraries and arrange appointments
- Prepare covering letters sending documents out and basic letters - ready for review
Skills required:
- GCSE’s in English Language and Mathematics
- A levels or equivalent of
- Previous office experience
- Working knowledge of Microsoft Office
- Good written and verbal English
- Highly accurate with good attention to detail
- Good time management