Join a growing Family Office team, supporting a portfolio of ultra-high-net-worth clients in a varied and client-focused role.
Key responsibilities:
⭐ Assisting with the day-to-day administration of trusts and companies
⭐ Maintaining statutory records, preparing minutes and supporting client transactions
⭐ Completing bookkeeping, reconciliations and bank account administration
⭐ Liaising with clients, intermediaries, bankers and investment advisers
⭐ Supporting the delivery of high-quality client service while developing technical knowledge
What you’ll need:
⭐ Experience in trust and company administration, with bookkeeping or accounting experience advantageous
⭐ Strong organisational and communication skills
⭐ Excellent attention to detail and a proactive approach
⭐ A client-focused mindset and willingness to develop professionally
⭐ STEP/CGI qualifications (or studying towards them) would be advantageous for Senior Administrator level
Why join?
⭐ Join a well-established independent private client business with a supportive culture
⭐ Varied role supporting an international portfolio of high-net-worth clients