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Trustee Assistant Professional
1 week ago
At Sumi Trust, we are seeking a highly organized and effective Trustee Assistant to join our team.
About the Role- This is an entry-level full-time position responsible for performing oversight reviews of a portfolio of funds across multiple fund structures and asset types.
- The successful candidate will be required to perform cash flow monitoring and preparation of client reporting.
- Perform NAV oversight and safekeeping programme across a portfolio of funds
- Monitor cash flows across a portfolio of funds
- Prepare and deliver client reports
- Escalate any issues promptly
- Support with ad-hoc projects as required
We are looking for someone who is eager to learn and develop skills in the financial services industry. If you have 1-2 years' experience in the funds industry and possess excellent prioritization, organization, communication, and teamwork skills, please consider this opportunity.
