Introduction
The Family Office Business Manager will provide financial oversight and business administration support across multiple entities within the investment holding structure. This role ensures accurate financial management, compliance with SARS requirements, and effective coordination with external advisors. It is designed for an independent, organized professional with strong accounting and administrative skills.
Duties & Responsibilities
Financial Management & Compliance
- Maintain accurate bookkeeping and financial records across several business entities.
- Prepare monthly management accounts, reconciliations, and financial reports.
- Manage cash flow, budgeting, and forecasting processes.
- Ensure timely and accurate SARS submissions (VAT, PAYE, income tax).
- Support annual audits and liaise with Finance Team.
Business Administration
- Coordinate with legal advisors on contracts, compliance, and governance matters.
- Manage trust administration, including documentation and reporting.
- Liaison with all stakeholders for the trust – administrator, consensus on the trust
- Maintain corporate records and ensure regulatory compliance.
- Provide administrative support for investment structures and related entities.
Operational Support
- Develop and maintain internal controls and financial policies.
- Monitor investments and provide reporting to senior leadership.
- Act as a point of contact for banks, auditors, and professional service providers.