Your Responsibilities

• Collaborate with your team to manage your client’s portfolio, offering advice from our internal processes
• Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients
• Become an expert in technical matters and share knowledge with your team
• Assist with board meeting minutes, resolutions, payments and any other administration duties required
• Ensure client records are clearly updated with all correspondence

More information about this role is available upon request – contact the team today for further details.