Purpose of the role:
To manage a portfolio of private client structures reporting directly to a Director, and to provide support to other managers in the team.
Responsibilities:
- Always strive for excellent client service and delivery and help junior employees understand the Firm's ethos of excellence for them to do the same
- Administering the affairs of a portfolio of private client structures including Trusts and companies for high net worth families
- Taking the principal client contact on a day to day basis, and to oversee the administrative team, delegating and reviewing work as appropriate to ensure all reporting deadlines and client expectations are met in a timely manner
Skills required:
- To be professionally qualified in ICSA/ACCA/ICAEW or equivalent
- To have 7 years+ experience working in a Trust environment
- To have advanced accounting/administration skills