Administrator - CLS Private Clients
Job Ref: LF
40396
This is a great opportunity for someone looking to start or build a career in trust administration. Working within a collaborative private client team, the role supports the day-to-day administration of a varied portfolio of trust and company structures. The position offers professional development opportunities and exposure to a broad range of client service activities.
Location
Duties for this role include, but are not limited to:
- Assisting with the administration of trusts and companies in line with regulatory requirements and internal procedures.
- Liaising with a range of stakeholders including beneficiaries, banks, property agents, auditors and legal advisors.
- Preparing correspondence and supporting the team with general administrative tasks.
- Supporting debtor management and fee collection.
- Following up on compliance review points and assisting with routine accounts preparation coordination.
- Maintaining strong communication with colleagues and management.
- Contributing to team-wide learning and development.
Skills / Qualifications
The ideal candidate will have either some experience within the finance industry or be seeking a first role in trust and company administration. A sound educational background (minimum GCSEs in English and Maths) is required, along with a willingness to study towards a relevant professional qualification such as STEP or CGI. Applicants must demonstrate accuracy, attention to detail and strong IT skills, with a proactive and supportive approach to team work.
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.