Trust Administrator
Job Ref: LF
40622
This is an excellent opportunity to develop a long-term career in the trust industry within a professional and supportive team environment! Join this well-regarded fiduciary services provider in delivering efficient administrative support to a diverse portfolio of trusts and companies.
Location
Duties for this role include, but are not limited to:
- Assisting with routine administration for trusts and companies, including preparation of correspondence and documentation.
- Recording time accurately and ensuring personal billing targets are met.
- Preparing investment and financial reports, and conducting simple bank reconciliations.
- Preparing and reviewing bank instructions, and maintaining accurate bookkeeping records.
- Ensuring adherence to AML requirements and internal policies.
- Supporting the team with ad-hoc fiduciary projects and maintaining regulatory compliance.
- Undertaking a minimum of 15 hours of CPD annually and documenting professional development.
Skills / Qualifications
The ideal candidate will be educated to A-level standard and have strong written and verbal communication skills. A working knowledge of Microsoft Office is essential, and prior experience in fiduciary services is desirable. Those with experience may hold, or be working towards, a professional qualification such as STEP or CIFA. A proactive, professional approach and strong attention to detail will be key to success in this role.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.