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Family Office Management Professional

2 weeks ago


Sharjah, Sharjah, United Arab Emirates Antal International Full time
Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with clients by addressing their inquiries and concerns in a timely and professional manner.
  • Financial Planning and Analysis Support: Collaborate with the Senior Manager to conduct financial analysis, prepare reports for clients, and provide insights on cash flow, budgets, financial statements, variance analysis, and more.
  • Administrative Coordination: Schedule client meetings, prepare agendas, and follow up on post-meeting activities; maintain accurate client records, documentation, and correspondence.
  • Regulatory Compliance: Prepare necessary documents such as minutes of meetings, ESR reports, and other required documents.
  • Process Optimization: Identify opportunities to streamline workflows and enhance operational efficiency within the family office; contribute to the development and implementation of best practices and standard operating procedures.
  • Internal Audits and External Auditor Coordination: Supervise accountants to ensure accounts are maintained according to standards and coordinate with external auditors on behalf of clients.
  • Team Collaboration and Support: Monitor work done by team members to deliver seamless service and support to clients; collaborate with cross-functional teams to leverage resources and expertise in serving client needs effectively.