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- Client Relationship Management:Build and maintain strong relationships with clients addressingtheir inquiries and concerns in a timely and professionalmanner.
- Financial Planning and Analysis:Support the Senior Manager in conducting financial analysis andpreparing reports for clients such as cash flow analysis, budgets,financial statements, variance analysisetc.
- Administrative Support: Coordinate clientmeetings, including scheduling, agenda preparation, andpost-meeting follow-up, maintain accurate and up-to-date clientrecords, documentation, andcorrespondence.
- Preparation of Legal andRegulatory compliance documents such as minutes of the meeting, ESRreports etc., as required.
- Process Improvement:Identify opportunities to streamline workflows and enhanceoperational efficiency within the family office, contribute to thedevelopment and implementation of best practices and standardoperating procedures.
- Internal audits:Supervise the accountants of clients to ensure that accounts aremaintained as per standards required in theUAE.
- Coordination with External Auditors onbehalf of the client.
- Team Collaboration:Monitor work done by other members of the Family Office Vertical todeliver seamless service and support to clients. Also, collaboratewith cross-functional teams within the organization to leverageresources and expertise in serving client needseffectively.
Finance Manager- Family Office - Sharjah, United Arab Emirates - Antal International
