- Reporting to: Family Office Director
- Direct contact: UHNW Principals
The Opportunity
- Join a small, international Family Office with direct exposure to UHNW Principals
- ~90% of the role is finance-related administration
- Excellent opportunity for someone with a finance or accounting background who loves Excel, reconciliations, and accurate reporting
- Long-term growth potential into broader Family Office responsibilities
Key Responsibilities
Finance (Core – ~90%)
- Input and process data to produce accurate periodical financial reports
- Retrieve, upload, and reconcile raw financial data for reporting purposes
- Prepare and issue invoices as required
- Track reimbursements and submit information on behalf of the clients
- Categorise and maintain monthly expense records
- Organise and execute the weekly payment run
- Draft, input, and process payments upon instruction
- Execute stock trades on Interactive Brokers (IBKR) and other platforms following client instructions, with accurate follow-up reporting
- Monitor liquidity and payments across banking and investment accounts
- Complete KYC forms and maintain compliance documentation for banks and institutions
- Support ad-hoc finance-related tasks as required
Private Desk (Secondary)
- Data input and admin support
- Health insurance claims
- Light calendar tasks and ad-hoc personal requests
Estate & Household (Occasional)
- Track suppliers, contracts, and property records
- Support household projects
General Operations (Occasional)
- Maintain files, databases, and inventory
- Provide ad-hoc support to the wider team
What We’re Looking For
- Solid education in finance or accounting principles
- Strong numerical and analytical skills, detail-oriented and accurate
- Advanced Excel proficiency (pivot tables, lookups, reconciliations)
- Understanding of banking, investment liquidity, and payments
- Familiarity with online trading platforms (IBKR a strong plus), willing to execute trades
- Comfortable completing KYC forms and compliance documentation
- Tech-savvy (Mac OS, Gmail, basic IT troubleshooting)
- Fluent in English; Spanish a strong plus
- Proactive, organised, and eager to learn and expand responsibilities
What’s in It for You
- Direct exposure to UHNW Principals in a trusted, private environment
- A finance-focused role with unique Family Office experience
- Fast learning and progression within a small, hands-on team
- Long-term career path with scope to expand into operations, estate, and investment support
Please note: Only shortlisted candidates will be contacted. If you do not hear from us within 14 days, please assume your application has not been successful on this occasion.
