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- Tasks: Join our Family Office Team to manage client relationships and financial operations.
- Company: Islandbridge is a purpose-driven multi-family office supporting exceptional entrepreneurs and families globally.
- Benefits: Enjoy competitive salary, bonuses, team trips, professional development support, and up to 28 days holiday.
- Why this job: Be part of a vibrant culture focused on learning, collaboration, and making a positive impact.
- Qualifications: Strong accounting skills, attention to detail, and a passion for exceptional client service are essential.
- Other info: Opportunity to work with top global advisors and engage in meaningful projects.
The predicted salary is between 36000 - 60000 £ per year.
Islandbridge is a purpose-driven multi-family office serving exceptional entrepreneurs and families across the globe. The Firm is focused on combining world-class investment advice with excellence in the overall management of its client’s assets and goals. The Team is defined by industry leading culture and a vibrant community around the business. It has also built a world-class advisory board. In 2021, the Firm became a B-Corp and considers deeply the impact of its decisions on its team, customers, suppliers, community, and the environment. In the UK, the Firm is regulated and authorized by the FCA. In the US, it is a SEC regulated Investment Advisor.
Our Mission
Our mission is to help exceptional people thrive. For our clients, we help relieve the weight of managing their assets. This allows them to focus on their wider purpose and what matters most to them. For our investments, we use our network to find great teams to invest with and we bring the strength of our network and support to bear. For our people, we help them learn in an environment where they are challenged to be their best.
About the Role
Islandbridge have a mandate to hire another Associate Client Accountant to work within the Family Office Team on key client relationships. The role is based at their offices in London’s West End. Islandbridge is differentiated by the strength of the Family Office Team and the Clients they work with.
Islandbridge Family Office
The Family Office Team works side by side with the investment team in the role of integrating the wider purpose, operations and reporting of our clients. The Team advises clients’ on managing complex balance sheets, liquidity, treasury, risk, financing, operations and strategic initiatives. Day to day, the team also takes responsibility to implement the advice with transfers & payments, investment execution, structuring and reporting. The team manage banking relationships directly in the UK and US and work with some of the top global tax and legal advisors.
Principal Responsibilities
- Treasury & Payments
- Instructing payments in a secure and controlled environment.
- Manage, coordinate and assist with client treasury and associated projects (including bank account openings, cash yield enhancement, foreign currency purchases).
- Monitoring client liquidity and planning for upcoming commitments.
- Monthly credit card analysis.
- Reporting
- Collating statements and investment documentation.
- Updating client reporting databases.
- Preparation of extensive quarterly client report presentations (using software such as Addepar).
- Completing bank account reconciliations (Xero).
- Monthly expense tracking and budgeting.
- Investments
- Preparation of investment subscriptions and related compliance requirements.
- Review capital calls and distributions. Ensure accurate and timely notification, reconciliation of incoming funds, and delivery of funds to the relevant third party/parties.
- Tax
- Gather, prepare, and coordinate large volumes of client tax data and documentation.
- Regularly liaising with tax advisors and investment managers.
- Projects & Other
- Assisting with high value client projects (including large asset purchases, setting up Private Foundations, annual giving, estate and succession planning, carbon footprint analysis and offsetting).
- Liaising with a number of third party advisors on behalf of the client (banks, lawyers, philanthropic advisors etc.).
- Provision of information for client KYC/AML requests.
Individual Attributes and Requirements
- Developed and proven core skills in accounting, administration and high frequency/ high accuracy system usage and build.
- Product and market knowledge would be advantageous BUT is something that where the candidate has a growth mind-set – the team can help develop.
- Highly numerate with financial awareness and qualitative & quantitative skills.
- The ability to work both as part of a small team and independently.
- Conscientious, relentless, resilient and excellent attention to detail.
- Obsessed with delivering exceptional service to our Clients.
- Strong communication skills and a natural client-facing demeanour.
What we offer
- Competitive salary
- Discretionary bonus each year
- Team trips away
- A collaborative, learning and development focused team environment
- Professional qualifications study support and professional development budget
- Participation in networking events, summits and webinars
- Up to 28 days paid holiday per annum, starting at 22 and increasing at a rate of one per year
- 2 volunteering days per annum
Contact Detail:
Placed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Client Accountant, Multi-Family Office (Greater London)
✨Tip Number 1
Familiarise yourself with the multi-family office sector and the specific services offered by Islandbridge. Understanding their unique approach to asset management and client relationships will help you articulate how your skills align with their mission during interviews.
✨Tip Number 2
Network with professionals in the finance and accounting sectors, particularly those who have experience in family offices. Engaging with industry events or online forums can provide insights and connections that may give you an edge in the application process.
✨Tip Number 3
Prepare thoughtful questions about the role and the company culture to ask during your interview. This shows your genuine interest in the position and helps you assess if it's the right fit for you, which is crucial in a client-focused environment like Islandbridge.
✨Tip Number 4
Highlight any relevant experience you have with treasury management, client reporting, or liaising with third-party advisors. Being able to demonstrate your practical knowledge in these areas will make you a more attractive candidate for the Associate Client Accountant role.
We think you need these skills to ace Associate Client Accountant, Multi-Family Office (Greater London)
Some tips for your application 🫡
Craft a Compelling Cover Letter: Your cover letter should reflect your personality and enthusiasm. Start with a brief introduction about who you are and what excites you. Make sure to convey your passion for the role and how it aligns with your career goals.
Address Key Questions: In your cover letter, directly address the questions posed by Islandbridge. Explain why you are interested in the Associate Client Accountant role, what makes you a great fit, and any specific questions you have about the position or the company.
Highlight Relevant Experience: When detailing your CV, focus on experiences that showcase your accounting skills, attention to detail, and client-facing abilities. Use quantifiable achievements to demonstrate your impact in previous roles.
Tailor Your Application: Make sure to tailor both your CV and cover letter to reflect the values and mission of Islandbridge. Highlight your understanding of their purpose-driven approach and how your skills can contribute to their goals.
How to prepare for a job interview at Placed
✨Show Your Passion for Client Service
Islandbridge values exceptional service to clients, so be sure to express your enthusiasm for helping others. Share examples from your past experiences where you went above and beyond to meet client needs.
✨Demonstrate Financial Acumen
As an Associate Client Accountant, you'll need strong financial skills. Prepare to discuss your experience with accounting, treasury management, and reporting. Highlight any relevant software you've used, like Xero or Addepar.
✨Ask Insightful Questions
In your cover letter, you should mention questions you have about the role. During the interview, ask thoughtful questions that show your interest in the company’s mission and how you can contribute to their goals.
✨Emphasise Teamwork and Independence
The role requires both teamwork and the ability to work independently. Be ready to share examples of how you've successfully collaborated with others while also managing your own tasks effectively.
