About the role:
Co-ordinate and carry out the administration of a portfolio of private client trusts, private equity portfolios and companies under the supervision of the Manager.
Responsibilities:
- Always strive for excellent client service and delivery
- Administering the affairs of a portfolio of trust and companies for high net worth clients
- Dealing with a varied range of client queries/projects
Requirements:
- A minimum of 2 -3 years’ experience working in a Private Client Trust environment
- Attention to detail to ensure work is of a consistently high standard
- Well organised - with accuracy and timely completion of work