Trust Assistant Administrator
Job Ref: LF
41209
For someone looking to establish a long-term career within the fiduciary sector, this role offers a strong foundation within a supportive and collaborative team environment. You'll assist with a varied portfolio of clients while developing practical administration and client service skills.
Location
Duties for this role include, but are not limited to:
- Assisting with the day-to-day administration of trust and company structures.
- Maintaining statutory records and ensuring they remain accurate and up to date.
- Processing payments and identifying receipts.
- Preparing routine trustee and board minutes and resolutions.
- Assisting with entity reviews and the completion of action points.
- Liaising with internal departments regarding legal, accounting and taxation matters.
- Communicating with clients and intermediaries regarding routine matters.
- Supporting the administration of client structures and maintaining accurate records.
- Assisting with non-complex project work and ad hoc tasks.
- Supporting senior team members with portfolio administration activities.
Skills / Qualifications
The ideal candidate will be educated to A-Level standard or equivalent and demonstrate strong communication, organisational and problem-solving skills. They will be a team player with the ability to manage deadlines and prioritise workload effectively. A willingness to study towards a professional qualification such as STEP is essential, together with a genuine interest in developing a career within trust and company administration. The successful candidate will be proactive, professional and committed to delivering high standards of client service.
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.