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Full job description
Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.
Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.
Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.
Be heard. Be part of the Praxis Group.
Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes. Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.
Job Summary:
Day to day running of a portfolio of clients which will contain a mixture of trusts and companies, dealing with a wide variety of arrangements which may be of a complex nature under the supervision of a Trust Supervisor / Assistant Trust Manager.
Job Accountabilities:
The day to day running of own portfolio of clients. Tasks will involve:
> Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
> Entering payments and identify receipts as required
> Preparation of minutes/resolutions of the Trustee / Board for routine matters
> Entity reviews – to assist with clearing any action points following the annual reviews
> Liaison with our respective departments regarding legal, accounting and taxation matters
> Liaison with clients and intermediaries both by telephone and in writing, and such matters will range in complexity
> General administrative tasks relating to the running of Trust and Company structures
> Ad hoc project work of a complex and non-complex nature
> To train and assist junior staff with queries/problems
Minimum Education and Experience
> Educated to ‘A’ Level standard, or equivalent
> A minimum of 3 years’ relevant experience during which own portfolio of clients has been managed
> A relevant professional qualification i.e. STEP Certificate/Diploma
Required Skills
> Strong written and verbal communication skills
> Good problem solving skills
> A strong team player
> Ability to work to deadlines with minimum supervision