Assistant Associate

Our client is seeking an Assistant Associate to join their team and launch your career in private wealth. This role is part of the Accelerate programme, an intensive four-week foundation opportunity designed to equip you for a successful career as a Trust Administrator. You will gain hands-on experience, collaborate with experienced professionals, and develop a strong understanding of the private wealth sector. Upon successful completion of the programme, you will transition into a permanent Trust Administrator role, benefitting from ongoing support, professional study opportunities, and mentorship.

Job Duties:

• Ensure that statutory records are kept up to date and accurately maintained at all times
• Enter payments and identify receipts as required
• Prepare minutes/resolutions of the Trustee/Board for routine matters
• Assist with entity reviews and clearing any action points following the annual reviews
• Liaise with various departments concerning legal, accounting, and taxation matters
• Communicate with clients and intermediaries by telephone and in writing regarding non-complex matters
• Handle general administrative tasks related to the running of Trust and Company structures
• Support ad hoc project work of a non-complex nature

Job Requirements:

• Educated to ‘A’ Level standard, or equivalent
• A minimum of 2 years’ relevant experience managing a portfolio of clients
• Willingness to study towards a relevant professional qualification, such as the STEP Certificate/Diploma
• Strong written and verbal communication skills
• Good problem-solving abilities
• A collaborative team player
• Ability to meet deadlines with minimal supervision

What You’ll Love:

You will be part of a dynamic, inclusive work environment that values teamwork and open communication. The company culture encourages personal growth and development, providing opportunities to build valuable connections within the global network. As part of this innovative team, you will be inspired and supported to achieve your professional goals.

Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face-to-face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.