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SalaryJob Summary
Job Description
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
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