Join a key service area within a leading financial services provider, on a 6 month contract, overseeing the delivery of a comprehensive first-class administrative service to a portfolio of complex and high net worth clients.
This role requires a unique combination of understanding, skills and experience and is a fantastic opportunity to gain experience at a company which encourages you to reach your full potential. Ideally you will be available immediately.
Responsibilities will include:
Administering an assigned portfolio of clients
Assisting with the review of financial statements for own portfolio and supervising more junior team members
Scheduling and attending client meetings
Checking client, power of attorney and investment checklists
Acting as a ‘C’ authorised signatory
Conducting reviews on assigned clients and requesting CDD documentation where appropriate
Experience and skills required:
Minimum 6 years’ relevant industry experience
Previous experience in a supervisory role
Holds a relevant professional Table 4 qualification such as ICSA Diploma or STEP Diploma
Ability to delegate, coach and motivate
Proactive and disciplined approach to tasks
We are an equal opportunity employer and value diversity at all times.