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The position entails interacting with clients and intermediaries as well as dealing with teams from a wealth management company, such as the trust, investment, and accounting departments.

The ideal applicant should be kind, hardworking, and able to manage shifting priorities. They should also have strong communication skills. In addition to being a proactive team participant and delivering exceptional customer service, responsibilities also involve successfully interacting with clients and intermediaries.

Proficient in Microsoft Office and software systems, great organisational and time management abilities, the ability to work under pressure, initiative, enthusiasm, and confidence in finishing tasks are among the qualifications.

Get in touch to find out more.