This role represents an excellent opportunity for a STEP/ICSA qualified professional to work with a solid, well respected private client fiduciary institution. Working with the senior leadership team, the successful candidate will assist with the supervision of a busy private client team, as well as dealing with technical matters and client projects.
As a hands-on role, you will be involved in direct client access, and will be comfortable with managing team leaders in the oversight of workflows. You will be comfortable in preparing regular and ad hoc reports to aid decision making, will liaise with external counsel and other service providers, and ensure that billing and fees are properly managed. In addition, you will have control of managing and dealing with the setting up of new structures and reorganisation of existing ones.
This is a varied and interesting interesting role, with a good deal of responsibility and opportunity. For further details, please contact firstname.lastname@example.org
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