Family Office Finance and Operations Assistant

Family Office Finance & Operations Assistant

Hybrid with West London office 3 days per week

Fixed Term Contract - 1 year

£45,000 - £55,000

Overview

We have an excellent opportunity for a highly organised and detail-oriented Family Office Finance & Operations Assistant to support the smooth running of a busy HNW Family Office.

Reporting to the Finance Manager, this is a varied support role requiring someone who is numerically strong, proactive, adaptable, and comfortable switching between Finance and Operations tasks.

Key Responsibilities

• Record and reconcile global bank transactions across multiple bank accounts and credit cards using Xero.
• Monitor bank balances and prepare weekly cash reports.
• Retrieve and upload financial data and produce monthly, quarterly, and YTD Global P&Ls for review.
• Issue invoices, process reimbursements, organise weekly payment runs, and draft and execute payments as instructed.
• Submit company card receipts through Brex and maintain accurate payment records, handling highly sensitive information with discretion.
• Assist with tracking investments across different platforms.
• Execute stock trades upon instruction and maintain accurate reporting across accounts, including highlighting realised profits following sales.
• Assist with forms, questionnaires, health insurance claims, and other administrative requirements.
• Track suppliers and contracts and maintain an organised Property Registry.
• Maintain the Family Office Google Drive and ensure documents are filed correctly.
• Provide general ad hoc support to the Finance Manager and Project & Operations Manager as required.

Profile

• Previous experience working within a Family Office or supporting HNWIs Family Office is essential.
• Strong numerical skills, financial acumen, and exceptional attention to detail.
• Proficient in Excel and ideally experienced with Xero.
• Tech and IT savvy, with the ability to troubleshoot and investigate basic IT issues with familiarity with MacOS and Gmail.
• Spanish language skills is a significant advantage.
• Able to work under pressure, meet deadlines, and prioritise effectively.
• Strong understanding of the requirements and challenges of working within a Family Office.

Tiger Recruitment is B Corp Certified, which means that we've been verified as meeting B Lab's high standards for social and environmental impact.

REF: JL214986

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