About the Role
Role and Responsibilities
To assist the Team Leader of our Private Client team.
To manage a varied portfolio of trust and corporate structures holding a range of
assets including real estate, investments, yachts and aircraft.
To provide support and supervision to our team of administrators in their day-to-day
work and for their development.
To work closely with our client accounting, tax, compliance and statutory teams to
ensure that all matters relating to our clients are addressed on a timely basis.
To manage work-in-progress and ensure timely collection of debtors.
To continue to develop all aspects of client management including: Corporate
Governance, Compliance, Banking and Client relations.
Key Skills & Experience
A minimum of 10 years’ experience in the Trust and Company services sector.
Holder of a relevant CSP qualification i.e. STEP, ICSA.
Excellent organisational and time management skills.
A professional manner, demonstrating good interpersonal skills.
The ability to work well under pressure and to respond to clients' needs as they arise.
The ability to produce work with a high level of accuracy and attention to detail.
A positive approach with enthusiasm towards personal development and the desire
to take on responsibility.
An interest in financial services and business development.
About the Company