Private Client Associate
Job Ref: LF
41074
A great opportunity to develop your career within a private client team supporting a portfolio of trust and company structures. This role offers hands-on exposure to client administration within a professional environment.
Location
Duties for this role include, but are not limited to:
- Administering a portfolio of trusts and corporate structures for a multinational HNW client base.
- Maintaining client records and statutory registers.
- Drafting trust minutes and corporate resolutions.
- Supporting the establishment of new structures including trust formation and company incorporation.
- Liaising with clients, advisers and internal stakeholders.
- Assisting with banking and investment account management.
- Supporting compliance processes including due diligence and periodic reviews.
- Assisting with client reporting and documentation.
- Ensuring adherence to regulatory requirements and internal procedures.
Skills / Qualifications
The ideal candidate will have a minimum of 1 year's experience within company and trust administration and demonstrate a strong interest in developing within the fiduciary sector. They will be partially or fully STEP qualified, or hold a relevant degree, and possess strong organisational and communication skills. Attention to detail, the ability to manage workload effectively and a proactive approach are essential, along with the ability to work collaboratively within a team 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.