Purpose of the role:
To be responsible for and administer a portfolio of companies, trusts and private funds and provide a good level of professional service in accordance with the policies and procedures and local regulatory requirements
Responsibilities:
- Complete timesheet and ensure accurate time capture resulting in correct timely billing
- Assisting and supporting administrator in dealing with more complex client issues and problems
- Liaise with the client Accounting department to handle any issues or queries
- Maintain good corporate governance practices for the portfolio of companies and trust clients
- Ensure adherence to internal policies and procedures and AML obligations
- If required, attend and travel for client related meetings
Skills required:
- Minimum of 3 years experience in the Trust and Fiduciary services industry
- Table 4 qualification