A global financial services organisation is seeking a new team member to support a portfolio of institutional clients. This role offers broad exposure across fiduciary, banking and investment related activities within a collaborative team environment.
Key responsibilities:
⭐ Manage a portfolio of complex client structures, including companies and trusts
⭐ Act as a key contact for clients, advisers and internal stakeholders
⭐ Coordinate transactions, payments and related documentation
⭐ Review financial information and maintain accurate client records
⭐ Attend client meetings and support ongoing relationship management
⭐ Ensure all activities meet regulatory and compliance standards
What you’ll need:
⭐ Experience in fiduciary, fund administration or a similar field
⭐ Strong understanding of financial services and client structures
⭐ Excellent communication and relationship management skills
⭐ Good organisational skills with attention to detail
⭐ Professional qualification (or working towards) such as STEP or CGI preferred
⭐ Proactive approach with the ability to manage multiple priorities
Why join?
⭐ Opportunity to work with institutional clients in a dynamic environment
⭐ Broad, varied role across multiple areas of financial services
⭐ Supportive and collaborative team environment
