A great opportunity to gain experience working within the private equity team in an established financial services provider on a 3 month contract.
Within this role, you will ensure client records are clearly and accurately updated with all correspondence, communicate openly and honestly with clients on a regular basis and establish good relationships with both clients and your team.
This company prides themselves on their friendly and encouraging culture that supports you to develop yourself and become confident of your future.
Responsibilities will include:
Collaborating with your team to manage your client’s portfolio
Assisting with board meeting minutes, resolutions and payments
Ensuring client records are accurately updated
Proactively liaising with clients
Accurately recording time spent dealing with client matters
Experience and skills required:
Strong academic background
Ideally studying towards a relevant professional qualification
Proactive and forward thinking approach to tasks
Ability to deal with tasks independently and using own initiative
We are an equal opportunity employer and value diversity at all times.