Purpose of the role:
Our client is looking for a talented and enthusiastic Company & Trust Administrator to join their growing Private Client team.
Responsibilities:
- Responsibility for the administration of a portfolio of trust and company structures
- To maintain the highest standards of administration including the periodic production of reports/analyses to third parties
- Drafting/preparing less complex documents i.e. minutes/resolutions, as appropriate
- To liaise with Investment Advisers, Asset Managers and other professional advisers
- To attend client meetings with Client Directors and Managers
- To maintain client confidentiality
- To observe CDD at all times
- To record all time on the Company’s time recording system and ensure narrative is clear
- Achieve financial targets as determined by management
Skills required:
- Studying towards an appropriate qualification STEP, ICSA or equivalent
- With the support and encouragement of a dedicated and motivated management team, you will be responsible for the administration of a portfolio of trust and company structures and be expected to develop a close working relationship with our clients