Job Title: Sole Support Partner
Start Date: Mid January
About the Role
We are seeking a proactive and experienced Sole Support Partner to provide comprehensive administrative and financial support across the business. This is a standalone role requiring strong organisational skills, attention to detail, and the ability to manage multiple responsibilities independently.
Key Responsibilities
1. Mailbox & Queries: Manage an outsourced mailbox, respond to service queries, and handle data-related requests.
2. Portfolio Onboarding: Support onboarding of new portfolios and ensure smooth integration.
3. Documentation & Compliance: Maintain accurate documentation, enforce risk and control self-assessments, and ensure compliance with company policies and regulations.
4. Financial Processing: Manage accounts payable/receivable, process invoices, expenses, and reimbursements.
5. Record Keeping: Maintain accurate financial records for auditing purposes (manual and digital).
6. Reporting & Reconciliation: Assist with monthly/annual reports, budgets, and perform bank reconciliations to resolve discrepancies.
7. Business Packs & Meetings: Prepare business packs and coordinate meetings as required.
8. Gene...