I have an Accountant Associate role available with a reputable Wealth Management firm based in London.
Successful candidate:
- Will be highly numerical and attentive to detail (Ideally will hold maths degree)
- 1 - 2 years experience within Financial Services in a similar role (Ideally with Wealth Management firm)
- Will possess excellent interpersonal skills
Day - to - day work will encompass the following activities
- Reconciliation and financial analysis
- Preparation of bespoke wealth reports
- Preparation of payment instructions
- Drafting of trustee minutes
- Setting up clients on internal systems
Social Stream