Executive Personal Account Support Officer at Eta-Zuma Group W/A Limited

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.

Responsibilities
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.

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.

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.

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.

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.

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.

Confidentiality & Compliance:

• Maintain strict confidentiality regarding all financial matters.
• Ensure compliance with applicable financial regulations and documentation standards.
• Safeguard sensitive financial information and documentation.

Other duties:

• Perform any other tasks assigned by the Executive Chairman or Line Manager.

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:

• Microsoft Excel proficiency
• Familiarity with accounting and bookkeeping software
• Strong report writing skills
• Knowledge of banking operations and procedures.