Family Office Finance and Operations Assistant
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-09-27
Listing for:
Tiger Recruitment Ltd.
Full Time
position Listed on 2026-09-27
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant
Job Description & How to Apply Below
Family Office Finance & Operations Assistant
Hybrid with West London office 3 days per week
Fixed Term Contract – 1 year £45,000 - £55,000
OverviewWe 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.
- 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.
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