Purpose of the role:
You will be responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services set by the firm, in liaison with the relevant Trust Manager and Client Director.
Responsibilities:
- Administering a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevant legislation
- Managing client relationships, attendance at meetings as appropriate including all preparation as necessary
- Ensuring that the relevant Trust Manager/Client Director are kept informed of activities at all times
- Ensuring minutes and resolutions for entities under management (companies, trusts, foundations etc) are prepared as required
Skills required:
- Minimum of 5 years in a financial services environment preferably with 3 years at the level of Trust Officer
- Recognised Industry Professional qualification e.g. STEP
- Basic understanding of Trust and Company accounting
- Excellent knowledge of Outlook, Word, Excel, etc
- Good knowledge of databases such as Unity would be useful