CLIENT ADVISORY ASSISTANT – UHNW FAMILY OFFICE


Reference Number
HG65
City
London
Country
United Kingdom
Salary From
£38000.00
Salary To
£41000.00
Salary Period
annum
Salary Information
Negotiable depending on experience
Job Type
Permanent
Job Hours
Full-time
Business Area
Private Family Office
Internal ID
145
Vacancy Category
PA & Corporate

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CLIENT ADVISORY ASSISTANT – UHNW FAMILY OFFICE

This is a fantastic opportunity for an experienced Client Advisory Assistant to join a highly established and respected ultra-high net worth single-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 client liaison and project work, research, meeting preparation, as well as complex document management.

 
Based in Central London, you will join a small and welcoming team of 20 people, who all go above and beyond to ensure that the family’s life runs smoothly and their best interests are maintained at all times. Office hours are Monday-Friday, 9am-5pm, with flexibility required on occasion.

 
Duties to include:

Client liaison and project work as required and directed by Advisors.

Drafting and formatting legal and financial documents.

Meeting scheduling: preparing agendas and documentation as required, as well as minute taking and action follow-up.

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.

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