Are you a talented Client Administration Officer with onboarding experience who wants to join a privately owned Trust company, that delivers excellent client service and results?
The role holder will be responsible for supporting the Compliance team, with the onboarding process, reviewing client due diligence, liaising with the administration teams regarding take-on requirements, and updating static data. In addition, you will provide efficient, timely, and high-quality administration services to a portfolio of high-net-worth clients, understanding client needs, and providing tailored wealth management solutions.
This is a great and varied role for someone who can multi-task, has great time management skills, and has strong analytical, and communication skills.
If this sounds like the perfect role for you, contact our team to learn more!