This role is with a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses.

You will work closely with your team to assist in managing a portfolio of private wealth clients covering a variety of trust structures.

This role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to our clients.

Technical Attributes
Collaborate with your team to assist in managing a portfolio private wealth clients, covering a variety of trust structures
Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients
Be a technical expert on client structures, including any regulatory requirements that are applicable

Client Care
Ensure client records are clearly and accurately updated with all correspondence
Take care of, and establish good relationships with all suppliers, team mates and clients
Communicate openly and honestly with clients on a regular basis, within the Intertrust's SLA agreement

People & Team
Be responsible and approachable when given tasks by a senior team member

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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