Our client is seeking a Senior Associate to join their Private Client team on a permanent, full-time basis. This is an excellent opportunity for a motivated and solutions-focused professional to manage the administration and accounting needs of high-net-worth individuals, including their investment and philanthropic structures. The role will suit someone with a collaborative approach and a strong commitment to delivering exceptional client service.
Job Duties:
- Administer a portfolio of private client structures with a focus on high-net-worth individuals
- Support investment and philanthropic activities through accurate administration and accounting
- Maintain an organised approach to task management and respond promptly to ad hoc client requests
- Manage correspondence efficiently and escalate complex matters where appropriate
- Ensure compliance with internal policies and local regulatory requirements
- Maintain awareness of professional standards and seek advice when necessary
- Support colleagues during periods of absence and contribute to a collaborative team culture
- Prepare attendance notes, meeting minutes, and relevant documentation as required
- Monitor aged debt and liaise with internal teams to ensure timely resolution
- Conduct periodic client reviews in line with internal timetables
- Mentor and support the development of junior team members under managerial supervision
- Undertake technical transactions and ad hoc projects as requested by management
Job Requirements:
- A-level or degree educated
- Working towards or holding a relevant professional qualification
- Minimum of 3 years' experience in trust and company administration or a financial services environment
- Strong technical knowledge in the relevant field
- Excellent organisational and time management skills
- Proficiency in Microsoft Office and general IT literacy
- Attention to detail and strong numerical ability
- Ability to manage and prioritise competing deadlines
- Excellent communication and interpersonal skills
- Capable of working independently and making sound decisions within policy parameters
- A proactive attitude and commitment to continuous professional development
What You’ll Love:
Our client is a global provider of corporate, fund, capital markets, and private client services. With a strong culture of collaboration, support, and professional development, the firm offers employees access to a broad range of opportunities across a dynamic and growing international business. Their hybrid working model, competitive benefits, and commitment to career progression make this a fantastic environment for professionals looking to thrive in a forward-thinking workplace.
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