Purpose of the role:
You will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to beneficiaries/clients and intermediaries and support to their Client Director.
Responsibilities:
- Interact directly with clients and work with Client Director to identify client needs and deliver upon opportunities to increase levels of client service
- Support the Client Director in understanding and acting upon the commerciality of your client book by reviewing and controlling WIP, ensuring prompt collection of fees and highlighting revenue opportunities
- Provide coaching and feedback to colleagues to aid their development and may be requested to coach more inexperienced colleagues
Skills required:
- Be be fluent in English.
- Expected to hold or be studying towards a relevant professional qualification (such as STEP or ICSA), and to be educated to A-Level standards, or equivalent