Private Client Associate

Job Description

A great opportunity to develop your career within a private client team supporting a portfolio of trust and company structures. This role offers hands on exposure to client administration within a professional environment.

Responsibilities

• Administer a portfolio of trusts and corporate structures for a multinational HNW client base.
• Maintain client records and statutory registers.
• Draft trust minutes and corporate resolutions.
• Support the establishment of new structures including trust formation and company incorporation.
• Liaise with clients, advisers and internal stakeholders.
• Assist with banking and investment account management.
• Support compliance processes including due diligence and periodic reviews.
• Assist with client reporting and documentation.
• Ensure adherence to regulatory requirements and internal procedures.

Skills & Qualifications

The ideal candidate will have a minimum of 1 year’s experience within company and trust administration and demonstrate a strong interest in developing within the fiduciary sector. They will be partially or fully STEP qualified, or hold a relevant degree, and possess strong organisational and communication skills. Attention to detail, the ability to manage workload effectively and a proactive approach are essential, along with the ability to work collaboratively within a team environment.