Private Banking Assistant in Family Office, Mayfair

Posted 13 May by Angela Mortimer
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A start- up private family office in Mayfair is seeking a Private Banking Assistant. The company is an international financial servies boutique assisting with Financial, Business and Family needs based in Mayfair.

Responsibilities include assisting in keeping client files up to date, managing compliance including client on-boarding, chekcing on trade settlements as well as the production of monthly and quarterly client reporting and invoicing.

Administrative tasks include diary and travel arrangements, taking minutes at internal and external client meetings and managing client operations. You will participate in project management both on an administrative and operational capacity.

Key skills in MS Office Packages is key as well as Advanced Excel. You will assist the CEO focussing on administrative task as well as implementing investment decisions via the portfolio management system.

Knowledge of French and Italian language skills are also highly deisrable. The role offers an immediate start on an exciting fast-growing International environment.

Required skills

  • French
  • Invoicing
  • Italian
  • Reporting
  • Family Office

Reference: 52646670

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