We are seeking an experienced and detail-oriented Client Customer Lead Administrator to join our team, providing comprehensive bookkeeping and administrative support to high-net-worth clients. This key role will manage bank accounts, oversee expenses, and ensure smooth financial operations, reporting directly to our Family Office Services (FOS). The ideal candidate will have a strong background in accounting, excellent client relationship management skills, and a passion for delivering personalized service.
Personal Administration Services:
- Handle invoice generation, bill payment, and expense tracking.
- Monitor and reconcile bank activity; maintain cash flow forecasts.
- Manage accounts receivable and ensure timely payment collections.
- Prepare financial reports, budgets, and assist with tax return preparation.
- Organize and maintain financial records, ledgers, and client files.
- Oversee payroll for domestic employees and vendor payments.
- Execute wire transfers and review insurance policies.
Lead Administrator General Functions:
- Recruit, train, and manage staff within Family Office Services (FOS).
- Conduct performance evaluations and manage employee development.
- Allocate resources and improve business processes to enhance efficiency.
- Oversee the preparation and quality of client reports.
- Manage client relationships and deliver personalized services.
Requirements:
- Experience: Minimum of 5 years in accounting, bookkeeping, or a similar financial administrative role, preferably working with high-net-worth clients.
- Education: Bachelor’s degree in accounting, finance, business administration, or related field.
A combination of relevant degree (in accounting, finance, or business administration) and equivalent experience will be considered to meet the education requirement.
- Skills:
- Strong financial acumen with proficiency in managing complex accounts.
- Expertise in cash flow management, tax preparation, and financial reporting.
- Excellent client relationship management and communication skills.
- Strong attention to detail and organizational skills.
- Proficient in accounting software, MS Office Suite, and various bank portals.
- Bilingual in English and Spanish is required for effective communication with clients.
- Other: Ability to handle confidential information with discretion.