Purpose of the role:
Provide assistance to and being a member of dedicated and progressive team, providing comprehensive administration services to a international client base and their structures.
Responsibilities:
- Assist the team with the administration of a client portfolio, comprised of Trusts, Companies, Foundations and Limited Partnerships
- Undertake bookkeeping to maintain accurate accounting records for the team’s client portfolio
- Draft written instructions and on-line payments for distributions, dividends, professional fees etc.
- Draft minutes and general correspondence for review by an Administrator/Manager
- Assist with maintaining an accurate statutory database of your team’s client portfolio as required
- Liaise with intermediaries (banks, law firms and other professional advices) by email, telephone and written correspondence, as required
- Provide general assistance to the team, as necessary
Skills required:
- Good GSCE’s/A-levels, especially in English and Mathematics
- Basic use of Outlook, Microsoft Word and Excel
- Team player with strong communication skills, who also has the ability to work on their own