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Thomas & Dessain is seeking an experienced administrator to manage a portfolio of trust and company structures within a client-focused private wealth team.
You’ll handle day-to-day client administration, payments, meetings and documentation, while maintaining up-to-date client due diligence, risk assessments and regulatory records. This role suits someone with fiduciary services experience and a proactive approach to client relationships.
Thomas & Dessain is seeking an experienced administrator to manage a portfolio of trust and company structures within a client-focused private wealth team.
You’ll handle day-to-day client administration, payments, meetings and documentation, while maintaining up-to-date client due diligence, risk assessments and regulatory records. This role suits someone with fiduciary services experience and a proactive approach to client relationships.