Back-Office Employee for Family Office Company - Maternity leave replacement (2178)

Financial Back Office - Maternity leave replacement (immediate availability)

About The Company

· A family office company based in Herzliya, that offers wealth management and advisory services to high-net-worth individuals and families.

· A small but dedicated team of professionals who work closely with clients to understand their needs and goals.

· The back-office team plays a crucial role in supporting the company's operations by preparing detailed reports on client investments and ensuring smooth administrative processes.

Key Responsibilities

· Responsible for preparing and delivering reports for clients based on their investments and financial situation.

· Use various data sources and tools to collect, analyze, and present information clearly and concisely.

· Collaborate with other back-office staff and front-office advisors to ensure the accuracy and consistency of the reports.

· Maintain accurate records of client investments.

Qualifications

· Bachelor's degree in finance, economics, or a related field.

· Proven experience in a back-office role, preferably in a family office or wealth management firm.

· Experience with capital market back-office operations and reporting.

· Excellent communication and interpersonal skills.

· Ability to work independently and as part of a team.

· Strong analytical and problem-solving skills, and can handle complex and diverse data.

· Proficiency in Microsoft Office, especially Excel, and familiarity with other capital market software and platforms.

· Excellent communication skills in both written and spoken English and the ability to present complex information clearly and concisely.