Trainee Associate

We are delighted to announce that due to a recent promotion we are looking for a Trainee to join our Private Wealth Team and follow in their footsteps.

You will be given all the support and training you need to learn and understand our business.

Your New Role

Prepare payment instructions for review
Draft routine correspondence and e-mails
Deal with clients by telephone
Develop a basic knowledge of our IT systems
Provide general office support to the Private Wealth teams such as filing, scanning, deliveries etc.
Develop a basic knowledge of our products and service lines
Develop a basic knowledge of our policies and procedures by reviewing the administration manual
Assist with drafting standard company minutes, trustee resolutions and updating client profiles
Assist with meeting cash collection targets and the billing process