If you’re a graduate or school leaver looking for a professional career with plenty of scope to learn, this could be the opportunity for you. You’ll join a progressive private client team and gain hands-on exposure to trust and company administration while building your communication, commercial and technical skills. It’s a strong foundation for a long-term career within financial services.
Location
Duties for this role include, but are not limited to:
- Assist with the administration of a portfolio of trusts, companies, foundations and limited partnerships.
- Undertake bookkeeping and maintain accurate accounting records.
- Prepare payment instructions for distributions, dividends and professional fees.
- Draft minutes and general correspondence for senior review.
- Maintain accurate statutory and client records.
- Liaise with banks, law firms and other professional advisers.
- Provide general administrative support to the wider team as required.
Skills / Qualifications
The ideal candidate will bea motivated graduate or school leaver who is keen to develop a career within private client and fiduciary services. You’ll have strong communication skills, a collaborative approach and a genuine willingness to learn, together with the ability to follow procedures and develop a good commercial understanding. A positive attitude, strong team ethic and enthusiasm for developing both professionally and personally will be key to success in this role.
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