As a smaller, privately owned, locally based company, our client offers a broad and hands-on role, ideal for someone who thrives in a collaborative environment and takes pride in building strong, lasting client relationships
This is an opportunity to work closely with high-net-worth individuals, families, and their advisers, delivering exceptional service and administrative support across all areas of their affairs
The ideal candidate will have recent experience in a family office, working with a complex client portfolio, and demonstrate a willingness to support and develop junior team members
They will also hold, or be working toward, a STEP or CGI Diploma
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