Join this small, independent wealth structuring and administration company is currently seeking a motivated individual with previous trust and company experience to join their team. Within this role you will administer your own assigned portfolio of trust and company clients and be supported to complete further professional study.
Key responsibilities will include:
Developing good client and third party relationships and attending client meetings
Preparing payment instructions
Maintaining accurate client records
Experience and skills required:
Proven trust and company experience
Ability to work well within a team
Good interpersonal and relationship building skills
Proactive and willing to undertake further studies
We are an equal opportunity employer and value diversity at all times.