Client Services and Reporting Analyst (744) Permanent

The Client Services & Reporting Analyst will primarily support the team for an UHNW client by managing, analysing and reporting on client data as part of the monthly budgeting process, financial records, and carry out general trust administration tasks as and when required.

The ideal candidate will work independently and collaboratively with the Associate Director, the client’s private office and other colleagues to meet the client’s needs.

We are seeking a candidate with a flexible, solutions-focused approach, strong attention to detail and the ability to work to tight deadlines.

About You:

• Good working knowledge of Microsoft Excel (including formulas, pivot tables, VLOOKUP’s etc)
• Previous exposure to accounting and bookkeeping or accounting knowledge would be desirable
• Knowledge of Business Central or NavOne would be an advantage
• Strong attention to detail and accuracy
• Good organisational and time management skills
• Pro-active and solution-focused approach
• Ability to analyse data and present findings clearly
• Good communication and interpersonal skills