Family Office Finance and Operations Assistant

Tiger Recruitment Ltd.; Greater London; On-site; GBP 45,000 - 55,000; Full time

Job summary

Tiger Recruitment is seeking a highly organised Family Office Finance & Operations Assistant to support the Finance Manager and Project & Operations Manager. Based with a West London hybrid setup, you will handle finance and operations tasks, reconciling accounts and managing data.

Key duties include Xero transactions, cash reporting, invoicing and payments, Brex records, and assisting with investments and admin.

Qualifications

• Experience in a Family Office or supporting HNWIs is essential.
• Strong numerical skills and financial acumen.
• Proficiency in Excel; Xero experience preferred.
• IT-savvy with MacOS and Gmail troubleshooting.
• Spanish language skills a significant advantage.

Responsibilities

• Record and reconcile global bank transactions across multiple accounts using Xero.
• Monitor bank balances and prepare weekly cash reports.
• Produce monthly/quarterly/YTD Global P&Ls for review.
• Issue invoices, process reimbursements, run weekly payments, and draft payments.
• Submit card receipts via Brex and maintain payment records.
• Assist with tracking investments across platforms.
• Execute stock trades and report profits.
• Assist with forms, health insurance claims, and other admin tasks.
• Track suppliers and contracts; maintain Property Registry.
• Maintain Family Office Google Drive; proper filing.
• Provide general ad hoc support to Finance Manager and Project & Operations Manager.

Skills

Numerical skills

Financial acumen

Attention to detail

Excel

Xero

MacOS

Gmail

IT troubleshooting

Spanish (advantage)

Tools

Brex

Google Drive

Job description

Family Office Finance & Operations Assistant

Hybrid with West London office 3 days per week

Fixed Term Contract – 1 year £45,000 - £55,000

Overview

We 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.

Profile

• 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.

REF: JL214986