Are you looking to take the next step in your trust career within an award-winning organisation, that actively encourages professional development and offers competitive benefits package?
Working at the heart of the private wealth team, you will act as the primary day-to-day contact to deliver a range of private wealth administration services to a varied portfolio of clients and related entities in various jurisdictions.
If you have the determination to work hard, then this is a fantastic opportunity for you to develop your career in an exciting, fast growing and rewarding environment.
Responsibilities will include:
Acting as the primary day to day relationship contact for an assigned portfolio of clients and their transactional activities
Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers
Managing the formation and ongoing administration of a portfolio of private wealth structures
Processing bank payments and reconciling payment logs
Transaction management, including organising and attending client meetings, statutory filings and drafting minutes
Experience and skills required:
Minimum 4 years’ previous experience in private wealth finance
Hold a relevant professional qualification such as ICSA/STEP
Strong working knowledge of Viewpoint would be an advantage
Committed to achieving excellence for self, clients and the team
Excellent organisational skills and attention to detail
We are an equal opportunity employer and value diversity at all times.