About this role:
Roles at this level provide professional advice and support, directly or indirectly to the team based upon a full understanding of a technical, professional or specialised field. They plan and ensure progress within established procedures and clearly defined Company policy. They are expected to identify gaps in information and conduct analyses to solve/resolve problems and issues with short-term consequences.
Key responsibilities:
• Responsibility for the administration of a portfolio of trust and company structures including those of a complex nature.
• To review annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information recorded.
• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.
• To review periodic reports produced by professional advisers before approval by directors or trustees for submission to third parties.
Skills and Experience:
• Responsibility for the administration of a portfolio of trust and company structures including those of a complex nature.
• To review annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information recorded.
• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.
• To review periodic reports produced by professional advisers before approval by directors or trustees for submission to third parties