Associate (Private Client)

📋 Description Administer trusts, companies and other entities per governing docs. Ensure tax status with timely tax returns and payments. Handle incoming correspondence; escalate as needed. Prepare attendance notes of calls; share with client files. Prepare minutes and meeting documents when required. Be the immediate client contact with guidance from your manager. 🎯 Requirements Educated to A level or degree; pursuing Certificate Level (e.g., CGI/STEP). Minimum two years trust and company admin experience in financial services. Strong knowledge of local company and trust laws and regulations. Strong IT skills. Excellent interpersonal skills and team spirit. Flexible, energetic and methodical; solution-driven. 🎁 Benefits Core values: Client Centric, Ambitious, Agile, Collaborative, Ethical. Equal opportunities employer; inclusive recruitment. Contact: [email protected] for easier process.