An opportunity has arisen for an experienced trust professional, or qualified accountant to join our clients' relationship management team.
Requirements:
- Build and maintain long-term relationships with clients and their advisers, liaising with third-party professionals and developing in-depth client understanding and knowledge.
- Develop and maintain relationships with internal stakeholders and support the business development/marketing efforts of the Group.
- Prepare meeting documents, analyse the performance of investments, value investments and analyse costs.
- Ensure all transactions and payments pertaining to the management of the client’s affairs are executed timely, efficiently and accounted for correctly.
- Review financial statements and contracts of client entities.
- Renegotiate existing loans with banks and negotiate new loans with banks.
- Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary.
- Understand and manage risk involved in administering structures ensuring internal procedures are adhered to and maintained.
Qualifications and experience
- Educated to degree level (or equivalent)
- Relevant Professional qualification (e.g. STEP, ACCA etc.)
- 3 – 5 years of relevant post-qualification experience
- Proven administration and technical proficiency with the ability to manage multiple projects simultaneously.
For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com