Job Description
WearelookingforanexperiencedFinancialPersonalAssistanttoprovidededicatedsupporttoourclients'personalfinancialaffairsandthemanagementoftheirprivateresidentialpropertiesintheUKandoverseas.Theidealcandidatewillbehighlyorganised,discreet,andcapableofoperatingwithminimalsupervisioninaconfidentialenvironment.
Thisisapart-timeroleofferingflexibilityandvariety,supportingabusyhouseholdwitharangeofadministrative,property,andfinancialtasks.
Responsibilities:
* Manageday-to-daypersonalandhouseholdfinances,includingbillpayments,banking,andaccountreconciliations
* LiaisewithUKandoverseaspropertymanagers,contractors,andprofessionaladvisorstoensurethesmoothrunningofproperties
* Maintainfinancialrecords,expensetracking,andbudgetsformultiplepropertiesandprojects
* Overseeinsurancerenewals,taxdocumentation,andcomplianceincoordinationwithexternalaccountantsandadvisers
* Arrangeandcoordinatepropertymaintenance,travellogistics,andhouseholdpurchaseswhenrequired
* Prepareconcisefinancialsummariesandreportsforreview
* Undertakeadhocresearch,correspondence,andprojectsupportrelatingtodomesticandoverseasassets
* Upholdabsolutediscretionandconfidentialityatalltimes
Requirements/Experience:
* Strongbackgroundinpersonalorfamilyofficefinanceadministration,bookkeeping,orpropertymanagement
* Bookkeepingqualification
* Excellentnumeracy,attentiontodetail,andorganisationalskills
* CompetentuserofGoogleWorkspace,MicrosoftOfficeandaccountingorbudgetingsoftware
* Provenabilitytoprioritiseandmanagediverseresponsibilitiesindependently
* Professional,discreet,andtrustworthywithexperiencehandlingsensitiveinformation
Formoreinformation,pleasespeaktoNicolaWalkeratSiRecruitment.
JBRP1_UKTJ