Exercise care and oversight of family assets, including real estate properties, companies, investments, and trusts. \xe2\x80\xa2 Liaise with attorneys, accountants, property managers, banks, family members, and other stakeholders. \xe2\x80\xa2 Responsible for the management service operations and administration processes for complex high net worth individual clients and their entities, \xe2\x80\xa2 Conducting research, preparing letters, presentations and reports which includes the preparation of meeting packs and agendas and minute taking \xe2\x80\xa2 Managing office budgets, managing bank accounts, reconciling transactions including fees and charges and processing invoices \xe2\x80\xa2 Liaising with other key staff (particularly the Investment and Property team) and supporting them by implementing and maintaining procedures/office administrative systems. \xe2\x80\xa2 Monitor cash for each entity. \xe2\x80\xa2 Assist with monthly family and office payments \xe2\x80\xa2 Prepare and distribute bank instructions, authorize online payments, and organize call-backs \xe2\x80\xa2 Establish and monitors budgets for family-owned properties and entities.
Requirements
5-10 years in an administrative role, preferably working for executives in the financial industry, in a family business or family office environment. \xe2\x80\xa2 Proficient in the use of Microsoft Outlook, Word, Excel, and PowerPoint including reporting skills as well as email and the Internet, online meeting setup \xe2\x80\xa2 Basic understanding of Accounting and Finance
About the company IC Markets is a market-leading online retail trading platform that offers trading instruments, including currencies, stocks, commodities, futures, bonds, and digital assets. IC Markets offers its clients cutting-edge trading platforms, low-latency connectivity, and superior liquidity. Our management team has significant experience in the Forex, CFD and Equity markets. It is this experience that has enabled us to select the best possible technology solutions in the market.
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