Job Description
Our client is a well‑established and reputable financial services business specialising in wealth management, fiduciary services and investment administration. Due to growth within the business, they are looking to appoint a Trust Officer Assistant to join one of their Financial Planning teams.
The Role This position will provide dedicated administrative and client support to a team of Trust Officers / Financial Advisors. The successful candidate will play a key role in ensuring all investment administration, client servicing and payment instructions are processed accurately, compliantly and within required deadlines. This opportunity is ideally suited to an experienced Broker Assistant / Wealth Administration professional who has worked within an investment, wealth management or fiduciary environment.
Key Responsibilities
- Administration of local and offshore investment instructions, including switches, redemptions and share transactions