Business Operations Coordinator

4 days ago


London, Greater London, United Kingdom Wise May Ltd Full time

Business Operations Coordinator - Accountancy - London - £29,000

About Wise May Ltd

We are a dynamic and forward-thinking accountancy firm based in London, seeking a highly organized and detail-oriented Business Operations Coordinator to join our team.

Key Responsibilities:

  • Assist in coordinating the financial affairs of our private office clients, ensuring timely and accurate execution of plans.
  • Provide bespoke services to each client, with intimate knowledge of their affairs and personalized execution of plans.
  • Track investments and report on family wealth, maintaining accurate and up-to-date records.
  • Manage client invoices to ensure timely payment, maintaining excellent relationships with clients and stakeholders.
  • Work closely with our managing partner, organizing meetings with clients and key stakeholders, ensuring seamless communication and collaboration.
  • Assist with general administrative tasks, ensuring all related administrative tasks are completed in a timely manner.

Requirements:

  • Excellent written and verbal communication skills, with the ability to effectively communicate with clients and stakeholders.
  • Sound knowledge of Excel, MS Word, and Outlook, with the ability to learn and adapt to new systems and technologies.
  • Confident in dealing with people at all levels, with excellent interpersonal and customer service skills.
  • Highly organized, with strong time management skills and the ability to work to deadlines.
  • Great attention to detail, with a focus on accuracy and quality in all aspects of work.

What We Offer:

  • A competitive salary of £29,000.
  • A hybrid working arrangement, allowing for flexibility and work-life balance.


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