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Trainee, Private Wealth
- To be advised
- Permanent, Full Time
- Closing in 16 days
- Equiom Group
This is a great opportunity if you're looking to kick start your career in finance. We'll provide you with all the training and support you need and once you are confident in your role and have some experience under your belt we'll support you to start your studies and gain a professional qualification in either ICSA or STEP.
Your New Role:
This list of duties is not exhaustive and may change from time to time according to business needs:
Prepare payment instructions for review.
Draft routine correspondence and e-mails.
Deal with clients by telephone.
Develop a basic knowledge of our IT systems.
Provide general office support to the Private Wealth teams such as filing, scanning, deliveries etc.
Develop a basic knowledge of our products and service lines.
Develop a basic knowledge of our policies and procedures by reviewing the administration manual.
Assist with drafting standard company minutes, trustee resolutions and updating client profiles.
Assist with meeting cash collection targets and the billing process.
Ensure compliance with company standards, policies and procedures.
For more information or to apply, please email: abbiecardy@equiomgroup.com
