Family Office – Office Manager

• Exercise care and oversight of family assets, including real estate properties, companies, investments, and trusts.
• Liaise with attorneys, accountants, property managers, banks, family members, and other stakeholders.
• Responsible for the management service operations and administration processes for complex high net worth individual clients and their entities,
• Conducting research, preparing letters, presentations and reports which includes the preparation of meeting packs and agendas and minute taking
• Managing office budgets, managing bank accounts, reconciling transactions including fees and charges and processing invoices
• Liaising with other key staff (particularly the Investment and Property team) and supporting them by implementing and maintaining procedures/office administrative systems.
• Monitor cash for each entity.
• Assist with monthly family and office payments
• Prepare and distribute bank instructions, authorize online payments, and organize call-backs
• Establish and monitors budgets for family-owned properties and entities.