Senior Advisor – Family Office

About the employer

This specialized private wealth management organization offers integrated family office-style services to high-net-worth clients. Renowned for its rigorous, personalized approach, it operates in a sophisticated, fast-growing environment. With an emphasis on excellence, confidentiality and human relations, it has developed an entrepreneurial culture where collaboration, autonomy and talent development are key priorities.

Benefits

Stable working hours and possibility of hybrid work – Vacation weeks and personal days – Comprehensive insurance offered – Unlimited access to telemedicine – A close-knit team of professionals – Great team collaboration and pleasant atmosphere every day – A company that invests in career development – Paid training offered – Incredible opportunities for career advancement – Dynamic, modern environment within a company offering excellent conditions.

Your responsibilities in a few words!

Manage complete family files from A to Z – Coordinate banking operations and multi-entity payments – Ensure bookkeeping and accounting entries in QuickBooks Online – Monitor and analyze financial flows, assets and liabilities – Prepare and coordinate tax elements with external partners – Maintain and update family balance sheets and liquidity projections – Act as the main point of contact with client families – Monitor investments, loans and intercompany structures – Produce and maintain rigorous and up-to-date documentation for each file