Work in a fast moving, collaborative and employee-led working environment, providing temporary maternity cover until the end of February 2022.
Joining the private client team within an international provider of financial services, you will have the opportunity to make a real difference, supporting team members to achieve the organisation’s renowned high levels of service.
Responsibilities will include:
Administering a portfolio of trust and company structures
Reviewing annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information is recorded
Liaising with investment advisers, asset managers and other professional advisers
Drafting/preparing documents i.e., minutes/resolutions/small agreements, as and when appropriate
Attending client meetings
Experience and skills required:
Previous experience in a similar role
Excellent written and verbal communication skills
Proactive approach to tasks
Strong attention to detail
Good organisational skills
We are an equal opportunity employer and value diversity at all times.