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Posted about 1 month ago

Embark on a progressive career with a global provider of corporate, fund and trust services, joining their private client team and assisting with the provision a high-quality service, to meet the needs of both the client and business.

Working in a stable and nurturing environment, you can expect to build on your existing talents and achieve excellence in the work you do, whilst gaining crucial industry exposure to further your career.

This is an exciting career opportunity with a thriving business, keen to attract skilled and motivated individuals with a real ‘can do’ attitude

Responsibilities will include:

  • Administering a portfolio and assisting more senior team members with the management of their case loads 

  • Providing assistance with routine bookkeeping tasks and preparing payments

  • Answering client queries over the phone and via written communication 

  • Preparing draft trustee minutes and documentation

  • Collating supporting documentation for the preparation of financial statements

Experience and skills required:

  • Good academic background, including at least grade 5 or C in GCSE Maths and English 

  • Strong organisational and time management skills 

  • Attention to detail 

  • Team player 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.