Advance your career in an entrepreneurial fiduciary group, which offers a unique environment where employees can reach their full potential and a healthy work life balance, diversity and inclusion, is actively promoted.
Joining the thriving private clients team, you will take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, ensuring client needs are met. You will also assist with the supervision of trainees and administrators.
If you have previous trust experience and are looking to take the next step in your career, this could be the opportunity for you.
Responsibilities will include:
Managing an assigned portfolio of clients, trusts and companies
Assisting with the take on of new business
Supporting the recruitment process and providing technical advice and guidance to more junior team members
Allocating tasks to the team and measuring performance
Acting as a ‘B’ authorised signatory
Experience and skills required:
Minimum 8 years’ trust and company/relevant experience
Ideally hold a recognised professional table B qualification (or be qualified by experience)
Previous supervisory/management experience
Proactive and solution-driving approach to problems
Ability to effectively manage and motivate staff
We are an equal opportunity employer and value diversity at all times.