CLIENT ADVISORY ASSISTANT FOR ULTRA-HIGH NET WORTH FAMILY OFFICE

This is a fantastic opportunity for Client Advisory Assistant to join a highly established and respected international family office to support two of their top Client Advisors in their day-to-day business. A fast-paced and varied role, you will be responsible for a variety of duties including meeting organisation, client liaison and project work, as well as complex document handling.

Based in Central London, you will join a small Family Office of 20 people, and a very close-knit welcoming team. Office hours are Monday-Friday, 9am-5pm, with flexibility required on occasion.

Duties to include:

• Meeting scheduling: preparing agendas and documentation as required, as well as minute taking and action follow-up.
• Client liaison and project work as required and directed by Advisors.
• Drafting and formatting legal and financial documents.
• Correspondence management and gatekeeping.
• Update and upkeep of relevant spreadsheets and databases.
• Undertaking research and preparing drafts of advice for Client Advisors
• Day to day responsibility for the review, monitoring and processing of internal and external transfers/payment requests for UK
• General administration and support.
• Occasional travel internationally, predominantly in Europe.

Essential Criteria:

• Previous experience in a similar role in either a family office, finance, banking, tax or legal environment
• A university degree is highly desirable, however not essential.
• Fluency in English both written and spoken
• Excellent analytical and numerical skills
• Thorough attention to detail
• Advanced PowerPoint, Excel and Word skills
• Sufficient IT-reporting skills to develop a working knowledge of the key client financial reporting data and relevant software
• A curiosity to develop an understanding of key legal concepts
• The ability to plan your own work and work independently
• A self-starter: practical and outcome-focused; you do not require micro-management, but will leverage common sense to work effectively when confronted with ambiguity
• A highly organised approach, capable of managing deadlines, including checking on medium- and long-term deadlines, action points and follow-up tasks, as well as immediate ones
• The ability to bring structure and organisation to client work
• Good interpersonal skills for successful interaction with clients, individuals and groups inside and outside the organisation
• A strong client focus and service orientation
• Good team-working skills
• Solid influencing skills to ensure that deliverables from other parties are on time and of the right quality

If this role sound of interest, and you meet the essential criteria, please apply within or get in touch to find out more.