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Family Office Administrator

2 months ago

London, Greater London, United Kingdom Agreus Limited Full time

Job Summary:

Agreus Limited is seeking a highly skilled and organized individual to join their team as a Family Office Administrator. This is an exciting opportunity to work with a high net worth family in London, providing administrative support and investment management services.

Key Responsibilities:

  • Investment Administration: Oversee and collate key documents related to investments and historical accounts, ensuring accuracy and compliance.
  • Financial Support: Provide day-to-day financial support to the Principals and internal/external stakeholders, including budgeting, forecasting, and expense management.
  • Document Management: Maintain updated and well-organized files and records, ensuring seamless access to critical information.
  • Communication: Liaise with third parties, including banks, lawyers, and accountants, to facilitate smooth transactions and negotiations.
  • Administrative Support: Provide general administrative support to the management and clients, including bookkeeping, financial reporting, and data management.

Requirements:

  • Experience: Previous bookkeeping and administration experience, with exposure to QuickBooks or similar software.
  • Skills: IT literacy in MS Office, including Word, PowerPoint, Excel, and Microsoft Outlook, as well as excellent written and verbal communication skills.
  • Desirable: Previous family office experience and workflow management/task management skills.

What We Offer:

Agreus Limited offers a competitive salary and benefits package, commensurate with the duties and demands of the role and the experience of the candidate.