This is a fantastic opportunity for a career driven individual to be part for a growing fund and corporate services business where employee development and career growth is fully supported.
As Client Services Officer you will have direct administrative responsibility for a portfolio of clients which may include trusts, companies and other wealth structures and ensure a first class service is provided at all times.
Responsibilities will include:
Working with Directors to identify client needs and ensuring tasks are delivered to a high standard and agreed deadlines
Identifying and mitigating any risks
Supporting and mentoring junior team members
Assisting with transactions
Working with the accounting team and assisting with preparing financial statements
Experience and skills required:
Previous fiduciary experience
Knowledge of bookkeeping and the ability to bookkeep bank, investment and property transactions
Either hold or currently studying towards a relevant professional qualification such as ACCA or ICSA
Flexible approach to tasks and good time management skills
Good interpersonal and relationship building skills
We are an equal opportunity employer and value diversity at all times.