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Private client associate

Daliburgh
Leapfrog Recruitment Consultants
€35,000 a year
Posted: 27 April
Offer description

A great opportunity to develop your career within a private client team supporting a portfolio of trust and company structures. This role offers hands‑on exposure to client administration within a professional environment.


Responsibilities

* Administer a portfolio of trusts and corporate structures for a multinational HNW client base.
* Maintain client records and statutory registers.
* Draft trust minutes and corporate resolutions.
* Support the establishment of new structures including trust formation and company incorporation.
* Liaise with clients, advisers and internal stakeholders.
* Assist with banking and investment account management.
* Support compliance processes including due diligence and periodic reviews.
* Assist with client reporting and documentation.
* Ensure adherence to regulatory requirements and internal procedures.


Skills & Qualifications

The ideal candidate will have a minimum of 1 year’s experience within company and trust administration and demonstrate a strong interest in developing within the fiduciary sector. They will be partially or fully STEP qualified, or hold a relevant degree, and possess strong organisational and communication skills. Attention to detail, the ability to manage workload effectively and a proactive approach are essential, along with the ability to work collaboratively within a team environment.

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