JOB SUMMARY
The Executive Personal Account Support Officer is responsible for managing and overseeing the personal financial affairs of the Executive Chairman. The role ensures accurate financial record-keeping, effective cash flow management, banking coordination, and strict confidentiality in handling all financial matters.
The position requires a highly trustworthy, detail-oriented, and financially competent professional capable of providing dedicated executive-level financial support while maintaining compliance with applicable financial and governance standards.
KEY RESPONSIBILITIES
1. Personal Financial Record Management
- Manage and maintain comprehensive records of personal income, expenses, investments, and liabilities.
- Record all financial transactions in designated registers and accounting systems.
- Ensure proper documentation and secure filing of financial records.
- Maintain up-to-date financial summaries for review by the Executive Chairman.
2. Banking & Financial Liaison
- Manage all bank accounts of the Executive Chairman.
- Liaise with banks, financial advisors, investment managers, auditors, and other financial professionals.
- Resolve banking issues and follow up on transactions where necessary.
- Monitor bank charges, account activities, and compliance requirements.
3. Cash Flow & Financial Monitoring
- Monitor and manage personal cash flow.
- Forecast future financial needs and provide advisory support.
- Track income streams and scheduled payments.
- Ensure availability of funds for planned obligations and commitments.
4. Payment & Disbursement Administration
- Receive and disburse funds as directed by the Executive Chairman.
- Execute all authorized payment instructions promptly and accurately.
- Maintain proper documentation for all receipts and payments.
- Ensure secure and traceable transaction processing.
5. Financial Reporting
- Prepare detailed monthly, quarterly, and annual financial reports.
- Provide financial updates and summaries upon request.
- Highlight discrepancies and recommend corrective measures.
- Support preparation of financial documentation for audit or advisory purposes.
6. Reconciliation & Controls
- Prepare monthly bank reconciliation statements.
- Conduct regular cash reconciliations.
- Identify and resolve discrepancies in a timely manner.
- Implement internal controls to safeguard financial assets.
7. Confidentiality & Compliance
- Maintain strict confidentiality regarding all financial matters.
- Ensure compliance with applicable financial regulations and documentation standards.
- Safeguard sensitive financial information and documentation.
8. Other duties
- Perform any other tasks assigned by the Executive Chairman or Line Manager.
QUALIFICATION REQUIREMENTS
Educational Qualification
- Bachelor’s Degree in Accounting, Finance, Economics, Business Administration, or related field (minimum of Second Class Lower or equivalent).
Professional Certifications (Advantageous)
- ACA / ACCA
- ICAN membership
- Chartered Financial Analyst (CFA) (advantageous)
- Certification in Financial Management or related field
Experience
- Minimum of 5 years relevant experience in accounting, personal financial management, or executive financial support.
- Experience managing financial records for senior executives or high-net-worth individuals is an added advantage.
- Experience in a structured corporate or professional environment preferred.
Technical Skills
- Advanced Microsoft Excel proficiency
- Familiarity with accounting and bookkeeping software
- Strong report writing skills
- Knowledge of banking operations and procedures
