An ideal opportunity to work in a fast moving, collaborative and employee-led working environment, as part of the private clients team within an international provider of financial services. Here you will have the opportunity to make a real difference in supporting the team members to achieve the organisations renowned high levels of service.
This creative, agile and entrepreneurial organisation places great emphasis on investing in their employees to ensure they fulfil their ambitions and are rewarded for their commitment and dedication.
Responsibilities will include:
Maintaining the highest standards of administration including the periodic production of reports/analyses to third parties
Liaising with investment advisers, asset managers and other professional advisers
Attending client meetings with Client Directors and Managers
Maintaining client confidentiality and observing customer due diligence at all times
Drafting/preparing less complex documents, such as minutes/resolutions
Experience and skills required:
Hold or be working towards a recognised qualification, such as STEP or ICSA
Excellent written and verbal communication skills
Proactive approach to tasks
Strong attention to detail
We are an equal opportunity employer and value diversity at all times.