Associate (Private Client)

Added
2 days ago
Type
Full time
Salary
Salary not provided

Related skills

ms outlook ms excel ms word viewpoint regulatory compliance

๐Ÿ“‹ Description

  • Join Private Client Team in a professional services setting
  • Support administration of trusts and corporate structures
  • Work with banks, investment managers and legal advisers
  • Prepare documentation, maintain records, coordinate account openings
  • Assist in establishment of new structures; exposure to regulatory needs
  • Collaborate across Private Client and Compliance teams

๐ŸŽฏ Requirements

  • A-level or university graduate
  • Desirable: 1 year in company/trust admin or similar
  • Proficient in MS Word, Excel and Outlook
  • Viewpoint experience is an advantage

๐ŸŽ Benefits

  • Competitive salary
  • Hybrid working
  • Private Pension Plan
  • Private Medical Insurance
  • Annual Salary Review
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