Purpose of the role:
You will report to a Manager within the Corporate Trustee and Client Relationship Team. The team deals with all aspects of the administration relating to Corporate Trusts, including (but not limited to) International Pension Plans, Employee Benefit Trusts, Share Plans and Deferred Compensation Plans.
Responsibilities:
- Prepare Minutes to formalise Trustee decisions
- Assist with receipt of regular Trust contributions
- Assist with the management and training of junior members of the team
- Ensure a professional service is provided to clients and intermediaries
- Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met
- Review legal and tax advice where appropriate and be able to interpret/implement relevant advice as required
- Manage own billing and cash collection/debtors process, have an awareness of recoverability and work in an efficient manner so as to minimise write-offs
- Arranging invoice settlement
- Arranging investment switches
Skills required:
- Excellent communication skills (both written and oral)
- High level of accuracy and attention to detail
- Ability to mentor others
- Completer finisher
- Ability to work to tight deadlines
- Preferred but not essential - Professional qualification (ACCA/ICSA/STEP)