FTC Senior Private Client Associate
Job Ref: LF
41073
This 12-month fixed-term contract offers the opportunity to work within a collaborative private client team. A strong emphasis is placed on organisation, compliance and client service.
Location
Duties for this role include, but are not limited to:
- Providing professional trust and company administration services to a portfolio of clients.
- Assisting with the administration of trusts and corporate structures.
- Preparing minutes, board packs and other meeting documentation.
- Maintaining accurate client records, registers and databases.
- Supporting the establishment of new structures and client onboarding processes.
- Assisting with internal billing processes, including reviewing billing summaries and draft invoices.
- Supporting compliance reviews and due diligence processes.
- Liaising with clients, advisers and internal stakeholders.
- Ensuring adherence to regulatory requirements and internal policies.
- Escalating risks and issues to management where appropriate.
Skills / Qualifications
The ideal candidate will be educated to A level or degree standard and will ideally hold, or be working towards, a relevant professional qualification such as STEP at Diploma level. They will have experience within trust and company administration and demonstrate strong organisational, communication and attention to detail skills. A good understanding of regulatory requirements and corporate governance is essential, along with the ability to work collaboratively and manage competing priorities within a professional environment.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.