About the role:
To assist with the day-to-day running of new business within the trust administration department, before handover to the client administration teams. Dealing with a wide variety of tasks which will be of a complex nature, obtaining the various documentation required to establish/take on an entity or structure and the establishment of the entity or structure including all constitutional documentation.
Key Responsibilities:
• The day to day running of new business clients.
• Undertaking client discovery and application process.
• Ensuring that statutory records are kept up to date and are accurately maintained at all times.
• Reviewing and approving identification and obtaining all due diligence required for new business.
• Preparation of all necessary internal documentation (DTE, preparation of minutes/resolutions etc.), liaising with the new business committee to obtain sign off for client acceptance.
Skills and experience:
• Educated to ‘A’ Level standard, or equivalent.
• A minimum of 5 years’ relevant experience
• Achieved or be studying towards a relevant professional qualification i.e., STEP Certificate/Diploma