Personal Financial Manager
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Reports to: CEO
Department: Finance
Location: Remote (Global)
Type: Independent Contractor
About Sterlington
Sterlington PLLC is a full-service law firm focusing on complex corporate litigation executive compensation and private wealth matters. As a firm we focus on the economic as well as the legal aspects of our matters.
Among other strengths Sterlington is the ultimate law firm for founders senior executives and UHNWIs as well as their related businesses.
Learn more at: Opportunity
We are seeking a qualified accountant to serve as Financial Controllerproviding personal financial support to thefounderofa global international law firm. This is a unique opportunity to provide high-levelfinancial managementand strategic support for complex personal financial structures working directly with thesenior partnerin a fully remote capacity.
Key Responsibilities:
Financial Management & Reporting
- Oversee personal financial operations across multiple entities including trusts and estate planning structures
- Maintain accurate financial records and produce regular reporting on assets liabilities and cash flow
- Coordinate inter-entity transfers and ensure proper documentation and compliance
- Monitor and reconcile bank accounts across various entities and jurisdictions
Operational Support
- Manage bill payment processes and vendor relationships
- Track and organize investment holdings and related documentation
- Coordinate with external advisors including wealth managers attorneys and tax professionals
- Maintain organized financial filing systems and ensure document retention protocols
Strategic Partnership
- Provide proactive financial insights and recommendations to support decision-making
- Identify opportunities for process improvement and operational efficiency
- Anticipate financial management needs and develop solutions independently
- Serve as trusted partner on confidential and sensitive financial matters
Qualifications:
- Qualified accountant (CPA CA ACCA or equivalent professional certification)
- 5-8 years of accounting experience preferably including family office private wealth or high-net-worth client service
- Strong understanding of trust structures estate planning entities and multi-entity accounting
- Excellent attention to detail and commitment to accuracy in financial record-keeping
- High degree of discretion and ability to handle confidential information with integrity
- Exceptional organizational skills and ability to manage multiple priorities independently
- Excellent written and verbal communication skills
- Proficiency with accounting software and financial management platforms
At Sterlington we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.
Required Experience:
Manager
Key Skills
- Data Entry
- Customer Service
- Insurance Companies
- High NET
- Personal Lines Accounts
- Personal Lines Insurance
- Account Management
- Life Insurance
- Phone Calls
- Billing Issues
- Policy Changes
- Client Files
- Client Service
- Management System
- New Clients
About Company
Sterlington is an international virtual law firm with leading capabilities in sophisticated transactional and litigation work and legal contract outsourcing.
