Job Description

Description

We have a new opportunity to join our growing Private Wealth team, who manage a niche portfolio of UHNW clients.

You'll be taking on specific responsibilities for managing a complex client structure and providing support to colleagues on the existing portfolio of clients and other new business opportunities. The type of structures you will be involved with will include discretionary Trusts, Foundations and Private Trustee Companies.

This is an exciting opportunity for those who value and have a track record of delivering excellent client service. Get in touch with us today to find out more.

About the role

Administer and take responsibility for a portfolio of ultra-high net worth client(s) in the provision of corporate and fiduciary services and ensure that client relationship(s) and transactions are managed effectively and to a high standard Act as a role model to all Governance Services employees and assist in developing a team who act in accordance with the firm's values and in parallel to the law firm service levels Demonstrate you have an understanding of the transactions you are working on, provide technical support and training to team members as and when required. Be able to present work in a methodical, timely and complete manner for formal trustee and director consideration Keep the senior manager and client service director, as required, fully informed on key matters and actions/decisions to be considered and taken relevant to the transactions you are working on Ensure client expectations are properly managed and valuable relationships are nurtured so as to maximise the reputation of the team in the market place and the potential for repeat work and referrals Assist with the effective management of the day-to-day activities of the team to include timely processing of work, meeting transactional and internal procedural deadlines. Delegate appropriately on team to make the best use of the resources for a valued client serviceEnsure consistent high quality service levels are adhered to across the portfolio of clients and deal swiftly with any identified issues, keeping your line manager and client service director, as required, regularly informed Be familiar and act at all times in accordance with the firm's policies and procedures with the ability to identity gaps in knowledge or processes and take appropriate action Collaborate with the firm's Risk and Compliance team, ensuring all client due diligence is processed accurately and client reviews are up to date and keeping abreast of all relevant regulatory changes and industry standards Collaborate with various departments of the legal firm from time to time, as client demands and expectations require Assist with the ongoing quality control of data input and maintenance within the corporate services practice management database, ensuring data is updated or added in a timely manner Provide assistance with annual reviews of client entities Assist with the periodic billing process, collection and monitoring of any outstanding fees Maintain personal CPD levels required for your role and chosen professional qualification, as required

About you

This role requires:Private client/wealth experience in administering and managing similar structures Have proven industry experience and hold a relevant professional qualification such as STEP and ICSA/CGI or be working towards a recognised qualification Good working knowledge of Microsoft desktop software and specialist legal industry software i.e. Document Management Systems and Viewpoint You to demonstrate initiative, be proactive, accurate and well-organised Good communication and interpersonal skills are essential, together with the ability to build relationships both with internal colleagues, client contacts and intermediaries, working as a part of a dynamic and pro-active team to achieve a common goal You to be an active and participating team player and not someone who prefers to work on their own most of the time

About Mourant

We are proud to be a leading offshore law-firm led professional services business, advising many of the world's leading financial institutions, corporations, public organisations, private equity houses and investment funds, as well as ultra-high net worth individuals and family offices.

We believe in inclusive workplaces where everyone feels seen, heard, valued and respected. We have a strong sense of common purpose, where all our people are clear about our goals and the role they can play in achieving them. We pride ourselves in providing accessible development opportunities to all our people in a team-spirited environment, where everyone feels like they belong and can thrive.

If you would like to join an award winning and forward thinking firm whose inclusive culture and values recognise that its people are fundamental to its success, we would love to hear from you.




We are committed to providing an inclusive and barrier-free recruitment process. If you need this job description or the application form in an alternative format, or if you would like to discuss the recruitment process with our recruitment team, please email recruitment@mourant.com.