Client Customer Lead Administrator

We are seeking an experienced and detail-oriented Client Customer Lead Administrator to join our team, providing comprehensive bookkeeping and administrative support to high-net-worth clients. This key role will manage bank accounts, oversee expenses, and ensure smooth financial operations, reporting directly to our Family Office Services (FOS). The ideal candidate will have a strong background in accounting, excellent client relationship management skills, and a passion for delivering personalized service.

Personal Administration Services:

• Handle invoice generation, bill payment, and expense tracking.
• Monitor and reconcile bank activity; maintain cash flow forecasts.
• Manage accounts receivable and ensure timely payment collections.
• Prepare financial reports, budgets, and assist with tax return preparation.
• Organize and maintain financial records, ledgers, and client files.
• Oversee payroll for domestic employees and vendor payments.
• Execute wire transfers and review insurance policies.

Lead Administrator General Functions:

• Recruit, train, and manage staff within Family Office Services (FOS).
• Conduct performance evaluations and manage employee development.
• Allocate resources and improve business processes to enhance efficiency.
• Oversee the preparation and quality of client reports.
• Manage client relationships and deliver personalized services.

Requirements:

• Experience: Minimum of 5 years in accounting, bookkeeping, or a similar financial administrative role, preferably working with high-net-worth clients.
• Education: Bachelor's degree in accounting, finance, business administration, or related field.

A combination of relevant degree (in accounting, finance, or business administration) and equivalent experience will be considered to meet the education requirement.

• Skills:
  • Strong financial acumen with proficiency in managing complex accounts.
  • Expertise in cash flow management, tax preparation, and financial reporting.
  • Excellent client relationship management and communication skills.
  • Strong attention to detail and organizational skills.
  • Proficient in accounting software, MS Office Suite, and various bank portals.
  • Bilingual in English and Spanish is required for effective communication with clients.
• Other: Ability to handle confidential information with discretion.