About the role:
This full time, Junior Trust Administration role involves close and regular interaction with all members of the Family Office (FO) Team, including Accountants, Compliance Officers and various external business contacts (including banks, investment houses, lawyers, external accountants and property managers/estate agents).
Key responsibilities:
- Communication with third party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents such communication to be signed off by management
- Client take on and entity formation/termination
- Assist with KYC/CDD information collation and system input for client take on
About you:
- Schedules and manages workload effectively to ensure work is completed on time and to the required standard, thinks ahead, sets plans to achieve goals
- Supports and works towards team goals, shares information, is helpful and co-operative, works effectively with people outside immediate team