To manage the Boutique Fiduciary Services business from end to end. Manage relationship and grow business from referral partners. To provide estate planning advice and draw up Wills for clients. To administer estates, manage outsource estates administration partners. Assume responsibility for the Le
To manage the Boutique Fiduciary Services business from end to end. Manage relationship and grow business from referral partners. To provide estate planning advice and draw up Wills for clients. To administer estates, manage outsource estates administration partners. Assume responsibility for the Le
organisational, and logistical service to the Director, helping him to manage and prioritise his time service is maintained. Manage and maintain the Directors diary and phone calls. Screen calls, highlight and other requests. Schedule on behalf of the Directors meetings between him and his direct reports and others and ensure arrangements in place for the Directors match his requirements. Filter general information to the Director by redirecting or taking forward such contact as appropriate. Ensure the Director is fully
organisational, and logistical service to the Director, helping him to manage and prioritise his time service is maintained. Manage and maintain the Directors diary and phone calls. Screen calls, highlight and other requests. Schedule on behalf of the Directors meetings between him and his direct reports and others and ensure arrangements in place for the Directors match his requirements. Filter general information to the Director by redirecting or taking forward such contact as appropriate. Ensure the Director is fully
and/or Directors of Bodies Corporate and HOA's. Addressing queries of Trustees and/or Directors within
and/or Directors of Bodies Corporate and HOA's. Addressing queries of Trustees and/or Directors within
Experience with registering companies, name changes, director changes, etc. Computer Literate Must be fluent
Experience with registering companies, name changes, director changes, etc. Computer Literate Must be fluent
expires documents must be signed off and then director can sign them. Send the tenant copies for their
expires documents must be signed off and then director can sign them. Send the tenant copies for their