Intro: CSC Private Clients is a specialist team which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team, have good attention to detail and become a technical expert within a Trust environment.
Some of the things you will be doing:
Collaborate with your team to assist with the administrative tasks relating to your client portfolios to include the following, but not limited to:
bank account opening.
preparation of payments and conducting call backs.
maintaining statutory records and data systems.
preparation of correspondence for internal and external purposes.
General administration tasks i.e. scanning, photocopying, scheduling meetings.
Completion of timesheets daily.
Pro-actively undertaking task assigned to you
Communicate openly and honestly with clients and colleagues on a regular basis
Be responsible and approachable when given tasks by a senior team member
Take care of and establish good relationships with all intermediaries, teammates and clients
Drive personal development using all the resources available at CSC to achieve success
What technical skills, experience, and qualifications do you need:
- Be able to deal with tasks independently & use own initiative
- Must be committed and driven to achieving excellence for themselves and their client
- Strong academic background
- Willingness to study towards professional qualification
- Be pro active and forward thinking
For a full job description and to apply: