Client Officer | Private Client Trust
An established wealth management company is currently seeking a motivated individual with previous trust and company experience to join their team to provide client administrative support.
- Assisting with filing
- Meeting pack production
- Arranging payments
- Providing a first line support service to all clients
Key skills and expertise required:
- Previous experience working within a trust and company environment
- Attention to detail
- Good written and verbal communication skills
- Excellent telephone manner
If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email email@example.com
We are an equal opportunity employer and value diversity at all times
We have an exciting opportunity for a school leaver or graduate to join a bespoke financial services provider. If you are looking for full support to develop the skills as a trust professional and begin studying for a professional qualification, this is the role for you.