Family Office Supervisor-file Manager
2 days ago
Our client, an independent professional services firm are seeking a Family Office Supervisor/File Manager to join their team in London or the Isle of Man.
The firm offer Wealth Management, Tax Solutions, Corporate Finance, Family Office, Pension, Accountancy, Outsourcing, Company and Trust Management Services for a variety of clients.
They have a highly experienced team of qualified chartered accountants, tax planners, chartered secretaries and bankers.
In this role you will be working alongside the Family Office and assisting with the management of a portfolio of Companies and Trusts.
You will primarily provide transactional services to clients in a timely manner and ensure all work is performed in accordance with the firm's policies and procedures. The role will involve regular direct client contact.
**Key responsibilities**
- Responsible for the day-to-day management of a portfolio of clients.
- Responsible for developing the relationship with and profitability of their portfolio of clients
- To be the primary point of contact for clients to enable the provision of tax advice, accountancy work and a variety of services of the highest quality in a timely manner to clients
- Bookkeeping of corporate and client bank accounts and regular reconciliations.
- Managed financial documentations such as expense reports and invoices.
- Processing new bank accounts, maintaining the same and processing account transfers expediently and accurately, to include Bacs, CHAPS and Faster payments.
- AML Checks on incoming funds.
- Monitoring compliance folders to ensure all Due Diligence and Statutory Documents are up-to-date.
- Completed billing, collections and reporting duties on a daily basis.
- Provided high level of administrative support both internally and on behalf of clients, drafting necessary minutes and correspondence.
You will ideally hold a STEP/ ICSA qualification and have at least 2-3 years experience in a similar role. Company Secretarial experience will also be an advantage, although not essential.
This is an excellent opportunity with very good benefits and superb prospects for progression.
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