Friday 15 October 2021
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Senior Associate - Private Clients

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: This role involves administering a varied portfolio of complex clients whilestdemonstrating commercial acumen and ensuring excellent client service delivery at all times. Responsibilities: Liaising with clients and intermediaries in relation to a variety of transactions Drafting company minutes, trustee resolutions and managing standard correspondence Maintaining client records, conducting annual reviews and assisting to ensure compliance with legal and regulatory requirements Act as a key support to the team leader and provide assistance with managing the team on a day-to-day basis Skills required: You will be an enthusiastic individual who demonstrates a passion for client service delivery and has a willingness to mentor and train junior members of the team Previous experience in a similar role within the CSP industry is essential as well as the ability to demonstrate excellent technical knowledge Holding or working towards a relevant industry qualification such as STEP or ICSA is desirable The ability to demonstrate knowledge of a variety of tax compliance and tax structuring would be advantageous Excellent organisational, verbal, and written communication skills are required. Previous knowledge of Microsoft Navision is advantageous but not essential as full training will be given

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