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.
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