Assistant Associate

• Complete a structured four-week foundation programme covering private wealth and fiduciary administration.
• Develop an understanding of trust and company structures, administration processes and regulatory requirements.
• Assist with the day-to-day administration of a portfolio of trusts and companies.
• Maintain accurate statutory records and client information.
• Process payments and identify incoming receipts as required.
• Prepare routine trustee and Board minutes and resolutions.
• Assist with annual entity reviews and follow up outstanding action points.
• Liaise with internal departments regarding legal, accounting and taxation matters.
• Respond to straightforward client and intermediary enquiries by telephone and email.
• Support general administration relating to trust and company structures.
• Assist with non-complex projects and wider team activities.
• Undertake professional training and development to build fiduciary knowledge and skills.

The ideal candidate will be an enthusiastic and motivated individual looking to begin a career in private wealth, educated to A-Level standard or equivalent. You'll have strong written and verbal communication skills, good problem-solving abilities and a positive approach to teamwork. Excellent organisation, attention to detail and the ability to work towards deadlines are important, alongside a genuine willingness to learn and develop your knowledge of trust and company administration. You'll also be willing to study towards a relevant professional qualification, such as the STEP Certificate or Diploma, with an interest in building a long-term career within fiduciary services.