Overview
What is the opportunity?
An exciting opportunity to join Private Client Fiduciary Services to provide administrative support to the Fiduciary Management team. This is a trainee position that would be suitable for a school leaver/Graduate /career switcher, this is an ideal opportunity for you to start your career in the finance industry with a focus on Trust administration.
What will you do?
Provide a support service to clients within the Fiduciary Management team, including the preparation of payments, completion of requests in the relevant databases, compilation and preparation of letters and emails.
Assist with filing, meeting pack production, general administration and other regular client support work in order to deliver an efficient client service.
Support with adhoc administration and reporting, this includes supporting other team members during absences.
Ensure corporate policies in accordance with Wealth Management Internal standards and procedures are implemented and adhered to.
Provide assistance in ensuring all Audit points are addressed.
What do you need to succeed?
Must-have
Excellent attention to detail.
Competent use of various software packages including but not limited to Microsoft Word, Excel, PowerPoint and Outlook plus fast and accurate keyboard skills.
Excellent organisation skills and using own initiative to ensure that outstanding matters are followed through and ability to meet deadlines.
Excellent telephone manner for both internal and external calls.
Must have a flexible approach and be a team player.
Good command of English to correct punctuation, spelling and grammatical errors for correspondence.
Excellent written and verbal communication skills with staff members at all levels.
Nice-to-have
Willingness to study.
What is in it for you?
We thrive on the challenge to be our best – progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Leaders who support your development through coaching and managing opportunities.
Opportunities to work with the best in the field.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible and hybrid working options fully supported.