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Accountant | Family Office

A leading independently own family office is seeking a part/qualified Accountant to join their team assisting with the preparation of financial information and reports for clients under the supervision of the Head of the Department.

Responsibilities will include:

  • Understanding wealth management structures and completing the financial recording of transactions within these structures
  • Ensuring transactions are recorded and signed off
  • Preparation of financial reports, including financial, tax and management reporting
  • Arranging payments and following up on execution of transaction
  • Ensuring all accounting ledgers are up to date by reconciling investment, bank and loan accounts
  • Reviewing automated entries on core bank accounts and clearing any rejected entries
  • Assisting with ad-hoc team tasks where necessary

Skills and expertise required:

  • Previous trust and company experience
  • Qualified/part qualified Accountant or holding a professional bookkeeping qualification/related degree
  • Excellent analytical and numeracy skills
  • Strong organisational skills
  • Focus on delivering a quality service to clients and deals responsible with confidential information

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.

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Accountant | Family Office
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