CRM, Family Office Team

Join a fast-paced private wealth team managing a complex, multi-billion family trust structure. What you’ll do: ⭐ Administer a high-value, multi-jurisdictional client structure including private equity, tech, real estate, yachts, and jets ⭐ Maintain strong daily contact with an international family office ⭐ Act as a signatory and manage payments, reporting, and compliance reviews ⭐ Assist with financial data preparation and FATCA/CRS reporting ⭐ Support regulatory filings, account openings, and client communications ⭐ Collaborate on team projects and long-term admin initiatives What you’ll need: ⭐ Experience managing trust and company structures ⭐ STEP/CGI/ACCA qualified or working towards it ⭐ Strong communication, organisational, and client relationship skills ⭐ Proactive, reliable, and confident working independently Why join? ⭐ Global group with a collaborative team and complex client work ⭐ Bonus and benefits ⭐ Real opportunity to shape processes and progress your career