Operations Support Manager and project Planner

Robert Half is delighted to partner with Family Office based in London to find their next Compliance and Operations Office Support.

This Operations/Compliance Office Support position will be supporting the CEO on the operational arm of a Single Family Office that focuses primarily on investment projects.

The responsibilities will include:

Operations

• Assistance in monitoring timelines and delivery dates provided by third parties including banks, lawyers, accountants etc and flagging issues when timelines have not been met.
• Schedule management for administrative projects ensuring that we meet any deadlines that have been set.
• Reviewing various online portals to ensure any instruction letters have been acted upon, particularly by banks.
• Working with other offices within the group and providing updates on relevant matters.
• Support on Investment projects.

Admin

• Completion of administrate documents associated with investment or lending transactions. These include KYC documents.
• Liaising with different offices within the group to ensure completion of various administrate projects.
• Producing instruction letters for banks to execute.
• Producing internal company documents for filing.
• Arranging execution of these documents with the various stakeholders involved across different time zones.

Office management

There will also be some minor office management duties.

VERY Important:

• Looking for someone that is proactive, conscientious and highly organised. The ability to communicate in a professional and clear manner is also important. Having some experience in a financial services environment and evidence of excellent organisation / administrative skills are necessary.
• Very detailed orientated and pay high attention to detail.

Salary + benefits

£45- £50k (DOE) + benefits

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