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Senior financial advisor - multi-family office

London
beBee Careers
Financial advisor
Posted: 17 June
Offer description

Job Description:

We are seeking a highly skilled Associate Client Accountant to join our Family Office Team. This role will involve working closely with key client relationships and contributing to the integration of their wider purpose, operations, and reporting.

The successful candidate will have developed core skills in accounting, administration, and high-frequency system usage. They will also possess product and market knowledge, as well as strong communication skills and a natural client-facing demeanor.

Key Responsibilities:
* Instructing payments in a secure environment
* Managing client treasury and associated projects, including bank account openings and cash yield enhancement
* Monitoring client liquidity and planning for upcoming commitments
* Collating statements and investment documentation


Requirements:
* Developed and proven core skills in accounting, administration, and high-frequency system usage
* Highly numerate with financial awareness and qualitative & quantitative skills
* The ability to work both as part of a small team and independently


What We Offer:
* A competitive salary and discretionary bonus each year
* A collaborative and learning-focused team environment
* Professional qualifications study support and professional development budget
* Participation in networking events, summits, and webinars

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