About the role:
The primary purpose of this role is to assist the Senior Manager and Directors with the maintenance of accurate and up to date accounting records for a portfolio of clients.
Responsibilities:
- Ensure up to date and accurate book-keeping of all fund and corporate structures.
- Assist with the maintenance and development of client and advisor relationships, demonstrating responsiveness, in depth knowledge of clients’ structures and market awareness.
- Assist with establishing new structures and transitioning switch business in accordance with our streamlined approach.
- Provision of exceptional service levels and client experience for clients and related parties throughout the whole lifecycle.
Skills required:
- Working towards of holding a professional qualification such as a chartered accountant (ACA/ACCA)
- Understanding of the requirements of quality client service.
- Minimum 3 years’ experience and demonstrable experience of working in a funds environment at a similar level, and good knowledge of associated basic accounts preparation.