An opportunity has arisen for an experienced trust professional, or qualified accountant to join our clients' relationship management team.

Key Responsibilities:

• 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.

Key Requirements:

• 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