Purpose of the role:
Responsible for a portfolio of high net worth, and ultra-high net worth, individuals who are participants in plans administered by Employer Solutions.
Responsibilities:
- Assist in maintaining relationships with UHNW and HNW participants
- Receive, action and respond to client and participant queries in a timely manner
- Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place
- Assist with client and participant queries
- Document trustee and directors decision making
- Assist with the administration of client companies
- Adhere to risk & associated compliance procedures in relation to regulatory requirements and AML legislation