Family Office Finance & Operations Assistant

Hybrid with Milan office 3 days per week

Fixed Term Contract – 1 year

Overview

We have an excellent opportunity for a highly organised and detail-oriented Family Office Finance & Operations Assistant to support the smooth running of a busy HNW Family Office.

Reporting to the Finance Manager, this is a varied support role requiring someone who is numerically strong, proactive, adaptable, and comfortable switching between Finance and Operations tasks.

Key Responsibilities

- Record and reconcile global bank transactions across multiple bank accounts and credit cards using Xero.
- Monitor bank balances and prepare weekly cash reports.
- Retrieve and upload financial data and produce monthly, quarterly, and YTD Global P&Ls; for review.
- Issue invoices, process reimbursements, organise weekly payment runs, and draft and execute payments as instructed.
- Submit company card receipts through Brex and maintain accurate payment records, handling highly sensitive information with discretion.
- Assist with tracking investments across different platforms.




- Execute stock trades upon instruction and maintain accurate reporting across accounts, including highlighting realised profits following sales.
- Assist with forms, questionnaires, health insurance claims, and other administrative requirements.
- Track suppliers and contracts and maintain an organised Property Registry.
- Maintain the Family Office Google Drive and ensure documents are filed correctly.
- Provide general ad hoc support to the Finance Manager and Project & Operations Manager as required.

Profile

- Previous experience working within a Family Office or supporting HNWIs Family Office is essential.
- Strong numerical skills, financial acumen, and exceptional attention to detail.
- Proficient in Excel and ideally experienced with Xero.
- Tech and IT savvy, with the ability to troubleshoot and investigate basic IT issues with familiarity with MacOS and Gmail.
- Able to work under pressure, meet deadlines, and prioritise effectively.
- Strong understanding of the requirements and challenges of working within a Family Office.

📌 Family Office Finance (Lodi)
🏢 Tiger Recruitment
📍 Lodi