Associate - Private Wealth

The Associate provides essential administrative support to the Private team while developing knowledge of trust and company administration. This role designed to introduce the individual to fiduciary services through hands-on experience, guided learning and formal training. The role supports accurate recordkeeping, document preparation and client servicing tasks, forming the foundation for a professional qualification and future progression.

Perform administrative tasks such as scanning, filing, updating databases, and maintaining client records

Draft standard documentation using approved templates (e.g. resolutions, payment instructions, letters)

Assist in preparing bank forms, investment instructions, and simple transactions under supervision

Collect and input KYC and due diligence information to support client onboarding and reviews

Maintain accurate and compliant electronic and paper files aligned with internal naming and filing conventions

Ensure data entry is accurate, complete, and up to date

Support internal reporting, system updates, and audit preparation activities

Requirements:

Excellent organisational skills and attention to detail

Strong written and verbal communication skills

Interest in pursuing a professional career in trust, fiduciary or corporate services

Proficient in Microsoft Office (Word, Excel, Outlook)