Purpose of the role:
You will be required to provide execution and trustee review preparation for the division.
Responsibilities:
- Provide execution and trustee review preparation for non-standard & complex recommendations for the division (including distribution and investment requests) and ensure they are completed in a timely manner
- Assist in maintaining relationships with UHNW and HNW participants
- First escalation for general team enquiries
- Workflow monitoring and ticket reviews
- Receiving correspondence and ensuring action is taken in accordance with the timetable
Skills required:
- Excellent communication skills (both written and oral)
- High attention to detail
- Completer finisher
- Ability to work to tight deadlines
- Preferred but not essential - Professional qualification (ACCA/ICSA/STEP)