Associate – Private Clients & Family Office

The Role & Key Responsibilities:
To work on a portfolio of clients, and to work collaboratively with other members of the team to assist in the provision of trust and company administration services in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations.
-As and when applicable, train and mentor a trainee administrator to build and develop their knowledge and skillset.
-As with any role level within our business, we are dedicated to the development of all staff.
-Develop and share technical and industry knowledge gained through internal and external training or any social trends and/or external factors having an impact on the finance industry, and be able to share this with team
-Work as part of the team, contributing at team meetings, communicating effectively with colleagues and third parties