Purpose of Role
The Applicant will take direct administrative responsibility for a portfolio which may include trusts, companies and other wealth structures ensuring that first class service is provided to clients and intermediaries and support to the Directors.
The role holder will work with the support of their team to identify and mitigate risk across their span of control and will be responsible for supporting their team mates, particularly those more junior than themselves.
They will have a knowledge of bookkeeping and be able to bookkeep bank, investment and property transactions.
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