Client Relationship Management: Build and maintain strong relationships with clients addressing their inquiries and concerns in a timely and professional manner.
Financial Planning and Analysis: Support the Senior Manager in conducting financial analysis and preparing reports for clients such as cash flow analysis, budgets, financial statements, variance analysis etc.
Administrative Support: Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up, maintain accurate and up-to-date client records, documentation, and correspondence.
Preparation of Legal and Regulatory compliance documents such as minutes of the meeting, ESR reports etc., as required.
Process Improvement: Identify opportunities to streamline workflows and enhance operational efficiency within the family office, contribute to the development and implementation of best practices and standard operating procedures.
Internal audits: Supervise the accountants of clients to ensure that accounts are maintained as per standards required in the UAE.
Coordination with External Auditors on behalf of the client.
Team Collaboration: Monitor work done by other members of the Family Office Vertical to deliver seamless service and support to clients. Also, collaborate with cross-functional teams within the organization to leverage resources and expertise in serving client needs effectively.
إخلاء المسؤولية: د.جوب هو مجرد منصة تربط بين الباحثين عن عمل وأصحاب العمل. ننصح المتقدمين بإجراء بحث مستقل خاص بهم في أوراق اعتماد صاحب العمل المحتمل.
نحن نحرص على ألا يتم طلب أي مدفوعات مالية من قبل عملائنا، وبالتالي فإننا ننصح بعدم مشاركة أي معلومات شخصية أو متعلقة بالحسابات المصرفية مع أي طرف ثالث. إذا كنت تشك في وقوع أي احتيال أو سوء تصرف، فيرجى التواصل معنا من خلال تعبئة النموذج الموجود على الصفحة اتصل بنا