Job description / Role
• Exercise care and oversight of family assets, including real estate properties, companies, investments, and trusts.
• Liaise with attorneys, accountants, property managers, banks, family members, and other stakeholders.
• Responsible for the management service operations and administration processes for complex high net worth individual clients and their entities,
• Conducting research, preparing letters, presentations and reports which includes the preparation of meeting packs and agendas and minute taking
• Managing office budgets, managing bank accounts, reconciling transactions including fees and charges and processing invoices
• Liaising with other key staff (particularly the Investment and Property team) and supporting them by implementing and maintaining procedures/office administrative systems.
• Monitor cash for each entity.
• Assist with monthly family and office payments
• Prepare and distribute bank instructions, authorize online payments, and organize call-backs
• Establish and monitors budgets for family-owned properties and entities.
• 5-10 years in an administrative role, preferably working for executives in the financial industry, in a family business or family office environment.
• Proficient in the use of Microsoft Outlook, Word, Excel, and PowerPoint including reporting skills as well as e?mail and the Internet, online meeting set?up
• Basic understanding of Accounting and Finance
About the Company
IC Markets is a market-leading online retail trading platform that offers trading instruments, including currencies, stocks, commodities, futures, bonds, and digital assets. IC Markets offers its clients cutting-edge trading platforms, low-latency connectivity, and superior liquidity.
Our management team has significant experience in the Forex, CFD and Equity markets. It is this experience that has enabled us to select the best possible technology solutions in the market.
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