About our Client Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth. About the Role Within this role, the successful candidate will assist the Fiduciary team with administrative matters, including safe custody, correspondence, capturing data, scanning and filling. It is a 3-year internship, ensuring the successful intern develops the foundational competencies required for the profession.
Key Responsibilities
Preparing and submission of correspondence with the Master’s office
Following up on outstanding matters until resolved
Processing of original documents and placing them within, and removing them from the PCT safes en...
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