We have a great opportunity for an Administrator – Private Wealth, to join a leading provider of fund administration and outsourced services.
The successful candidate will work closely with the team to assist in managing a portfolio of private wealth clients covering a variety of trust structures. The role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to clients.
- Ensure client records are clearly and accurately updated with all correspondence.
- Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients.
- Communicate openly and honestly with clients on a regular basis, within the Company’s service level agreement (SLA) agreement.
More information about the role is available upon request - contact the team today for further details.