Client Services Administrator, Family Office
Permanent - Family Office - London, United Kingdom
About Us
Alvarium is a global multi-family office, co-investment partner and merchant banking boutique providing tailored solutions for families, foundations and institutions across the Americas, Europe and Asia-Pacific. The firm specialises in being the trusted adviser to clients with complex needs, providing institutional quality advice, investment and risk management using the full spectrum of public and private markets. Alvarium also offers direct co-investment opportunities from specialist managers focusing on alternatives and real assets to highly sought-after managers, companies and opportunities in the innovation economy.
Alvarium has over 220 employees and 28 Partners advising on circa $22 billion of assets across four service lines — investment advisory, co-investments, merchant banking and family office services.
Alvarium has recently announced plans to merge with a US investment and wealth advisor firm in early 2022. The combined business, Alvarium Tiedemann Holdings (AlTi) is expected to be valued at $1.4 billion, to have combined assets under management of over $50 billion and be listed on Nasdaq and will have access to substantial capital for further investments. The focus will remain on high net-worth individuals across North America, Europe and Asia Pacific with a focus on impact or values-aligned investing.
Job Description
Role and Responsibilities
- To assist the Management Team of our Private Client team.
- To manage a varied portfolio of client structures holding a range of assets which may include real estate, investments, or other trading assets.
- To provide support and supervision to our team of administrators in their day-to-day work and for their development.
- To work closely with our client accounting, tax, compliance and statutory teams to ensure that all matters relating to our clients are addressed on a timely basis.
- To continue to develop all aspects of client management including: Corporate Governance, Compliance, Banking and Client relations.
Key Skills & Experience
- A minimum of 5 years’ experience in the Trust and Company services sector.
- Ideally a holder of a relevant qualification i.e. STEP, ICSA.
- Excellent organisational and time management skills.
- A professional manner, demonstrating good interpersonal skills.
- The ability to work well under pressure and to respond to clients' needs as they arise.
- The ability to produce work with a high level of accuracy and attention to detail with a methodical and organised approach to all matters.
- An interest in financial services and business development.
- Excellent communication skills, written and verbal
- A positive approach with enthusiasm towards personal development and the desire to take on responsibility.
- Good team player
Location:
London, United Kingdom
Department:
Family Office
Employment type:
Permanent
Working pattern:
Full time
Remote working:
Partially remote