Purpose of the role:
To work alongside the Managers and Directors to assist them with all aspects of administration and client service in accordance with company policies and procedures.
Responsibilities:
- Dealing with routine client and bank queries and correspondence, including monitoring of transfer instructions
- Helping other colleagues within the company with queries they may have on clients
- Ensuring bookkeeping records are up to date, in particular, that all monetary transactions are correctly reflected in client entity books
- Preparing instructions, monitoring completion of them and making diary notes for self (or other colleagues where necessary)
- Maintaining upkeep of client’s personal and corporate bank records and preparing transfer instructions
- Arranging for bank accounts to be opened/closed
Skills required:
- Relevant professional qualification/studying towards relevant qualification
- At least 5-10 years trust and company experience
- Understanding of local and international regulatory framework and good working knowledge of KYC and AML procedures
- Good understanding of Microsoft products
- Possess good organisational/prioritisation skills