Finance & Admin Manager, Family Office, 40k

🧾 Finance & Accounting

• Maintain accurate bookkeeping records (accounts payable, receivable, bank reconciliations, expense tracking).
• Prepare monthly, quarterly, and annual financial reports for the family office.
• Manage cash flow, budgeting, and forecasting to ensure liquidity and financial planning.
• Oversee investment records, including dividends, interest, and capital gains tracking.
• Liaise with external accountants, auditors, tax advisors, and banks.
• Ensure compliance with local tax regulations and filing requirements.

🗂️ Administration & Office Management

• Handle day-to-day administrative tasks (correspondence, filing, document management).
• Manage contracts, insurance policies, and vendor relationships.
• Organize travel arrangements, appointments, and scheduling for family members.
• Maintain confidential records and ensure data security.
• Support personal and household administration as required (property management, service providers, etc.).

⚖️ Compliance & Governance

• Ensure adherence to legal, regulatory, and fiduciary obligations.
• Maintain corporate records, board minutes, and statutory filings.
• Act as point of contact for legal advisors and regulatory authorities.