About the role:
To assist with the administration, bookkeeping and/or preparation of annual accounts for a portfolio of private clients, including trusts and companies, under the supervision of the Manager.
Responsibilities:
• Assisting with the administration of a portfolio of Trusts and Companies for International High Net Worth individuals
• Communicating with clients and intermediaries by email, letter and telephone
• Attending meetings (to include virtual meetings) with clients and intermediaries
Skills required:
• To be studying towards a professional qualification in ICSA/ACCA/ICAEW/STEP or equivalent
• A minimum of 3-5 years experience working in a private client trust and company environment
• Accounts preparation and bookkeeping skills are desirable