We have a new opportunity for an Administrator to join a multijurisdictional, independent provider of institutional and private client services. This role will manage all non-standard member recommendations including loan, distribution, investment, and complex reviews whilst delivering a bespoke service to HNW participants.
Key duties will include:
- Providing execution and trustee review preparation for non-standard & complex recommendations for the division
- Assisting in maintaining relationships with UHNW and HNW participants
- Receiving correspondence and ensuring action is taken in accordance with timetable
- Liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place
- Assisting with client and participant queries
More information about this role is available upon request – contact the team today for further details.