Optimus Recruitment

JOB PURPOSE: This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients & intermediaries on a daily basis, reporting to the team manager to pro-actively develop and build solutions to meet client needs and grow long term relationships. You will also provide support to your Manager and provide cover for them during absences.

KEY RESPONSIBILITIES INCLUDE:
•	To ensure that the client is delivered the best possible service by the Private Client team within the reasonable limitations of the agreed policies and procedures.
•	To be a constructive part of the Private Client team.
•	To provide excellent service through building and maintaining long term relationships.
•	To optimise client potential and deliver a consistent, seamless client experience.
•	To assist in providing advice to clients ensuring the clients needs are met.
•	To demonstrate and promote the organisational core values.
•	Assist your manager in monitoring the work of the team.
•	Authorised ''B'' signatory

EXPERIENCE AND QUALIFICATIONS

The holder of this position should be educated to degree level, ideally in a business related subject such as law or accountancy and be a member of a relevant professional body.  The post holder should have a a proven track record in fiduciary services, with at least 3 to 5 years management experience and some corporate experience.

Assistant Manager - Private Client

JOB PURPOSE
To deliver a first class financial reporting service to a portfolio of private equity clients in a fast growing and exciting business. All tasks to be carried out in line with the Defined Business Activities, efficiently and effectively, and in accordance with company procedures.

REQUIREMENTS
- Studying towards a recognised accounting qualification (ACCA or ACA)
- Direct experience of producing financial statements for a variety of corporate entities within various jurisdictions experience in producing consolidated financial statements to UK GAAP or IFRS 
- Good knowledge and understanding of current industry legislation and regulation & working practices
- Detailed knowledge of UK GAAP or IFRS
- Working knowledge of Microsoft Office
- Working knowledge of FIS Investran

For more information and a full job description, please get in touch! 

Optimus Recruitment

Assistant Manager - Private Client

Accountant (Part Qualified) - Private Equity