Personal Financial Manager - Remote

Overview

This role involves providing personal financial support to the founder of a global law firm, focusing on high-level financial management and strategic support for complex personal financial structures.

In Short

• Oversee personal financial operations across multiple entities.
• Maintain accurate financial records and produce regular reporting.
• Coordinate inter-entity transfers and ensure compliance.
• Monitor and reconcile bank accounts across various jurisdictions.
• Manage bill payment processes and vendor relationships.
• Track and organize investment holdings.
• Coordinate with external advisors.
• Provide proactive financial insights and recommendations.
• Identify opportunities for process improvement.
• Serve as a trusted partner on confidential financial matters.

Requirements

• Qualified accountant (CPA, CA, ACCA, or equivalent).
• 5-8 years of accounting experience, preferably with high-net-worth clients.
• Strong understanding of trust structures and estate planning.
• Excellent attention to detail and commitment to accuracy.
• High degree of discretion in handling confidential information.
• Exceptional organizational skills and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Proficiency with accounting software and financial management platforms.

Benefits

• Opportunity to work in a fully remote capacity.
• Engagement with high-caliber partners in a leading law firm.
• Focus on financial flexibility and innovation.
• Exposure to complex business matters.
• Collaborative work environment with a tailored approach to client service.