Purpose of the role:
Our client is looking for a Senior Company & Trust Administrator to join their growing team of specialists. Roles at this level provide professional advice and/or support, directly or indirectly to team based upon a full understanding of a technical, professional or specialised field.
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
- Drafting/preparing documents i.e. minutes/resolutions/small agreements etc., as and when appropriate
- To liaise with Investment Advisers, Asset Managers and other professional advisers
- To attend client meetings and be expected to develop a close working relationship with such clients
- To identify opportunities where a beneficiary could benefit from other services that could be provided through the company network
- To maintain client confidentiality
Skills required:
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Appropriately qualified in STEP, ICSA or equivalent, you will be instrumental in supporting the team with your knowledge and experience and ensuring clients receive the best possible service whilst enjoying the opportunities their career structure and management development programme can offer