This is a brand new temporary, full-time opportunity for an individual to work closely with a team of administrators, managing a portfolio of private wealth clients covering a variety of trust structures. Duties will include but are not limited to being a technical expert on client structures, accurately recording all time spent dealing with client matters to ensure the clients are correctly invoiced, and time is recovered efficiently, and identifying cross selling opportunities within the various service lines and jurisdictions. The successful candidate will studying towards / hold a professional qualification, ideally ICSA / STEP, have proven experience in a similar role and have a broad understanding of the wide range of Fiduciary products offered by our client. This role requires good attention to detail and someone who is a technical expert with trusts structures.
If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email firstname.lastname@example.org or by calling 01534 729996 , alternatively you can submit your CV to our team by clicking here . Please feel assured that all enquiries will be treated with the utmost discretion.