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This is a position requiring ability to manage a portfolio of clients (corporate structures and employee benefit trusts) and oversee client care and client financial management with minimum supervision. Postholder will assist senior team members...
Exciting role managing client portfolio with team and becoming expert in technical matters relating to trusts and companies and sharing knowledge, including regulatory requirements; prepare board meeting minutes, resolutions and payments; keeping updated...
Exciting role administering a varied portfolio of clients, liaising with clients daily, maintaining statutory books and providing including regulatory documentation. Postholder will supervise, coach and monitor junior members of staff; delegate and...
Purpose of role is to manage client’s portfolio, becoming expert in technical matters; assisting with board meeting minutes, resolutions and payments; ensuring client records are clearly updated and maintained; communicating with clients on a regular...
A new and exciting opportunity has arisen for an enthusiastic and self-motivated individual to administer a client portfolio under supervision, demonstrating clear understanding of risk awareness, relationship management and contractual and statutory...
Purpose of role is to collaborate with team to manage client’s portfolio, offering advice from internal processes and becoming expert in technical matters; assisting with board meeting minutes, resolutions and payments; ensuring client records clearly...
The purpose of this position is to administer corporate and fund structures under the direction of a Client Relationship Manager and maintain strong working relationships with clients and colleagues; coordinate all aspects of company secretarial matters...
Great opportunity providing admin and co sec services to delegated portfolio of client structures/entities, updating data management system, maintaining entity registers, managing business intelligence, including capturing contact details and business...
Our client seeks the ideal candidate to administer range of entities across various corporate structures, including companies, trusts and limited partnerships; liaise with clients and intermediaries; assist with company secretarial matters, including...
Great role administering a portfolio of trust and company structures including complex structures, reviewing annual accounts and working with bookkeepers and accountants; periodic production of reports/analyses; reviewing periodic reports produced by...