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Senior Trust Administrator - Private Client

Purpose of the role:

To assist with the administration, bookkeeping and preparation of annual accounts for a portfolio of private clients, including trusts and companies, under the supervision of the Associate Director.

Responsibilities:

  • Always strive for excellent client service and delivery
  • Making payments
  • Communicating with intermediaries by email, letter and telephone
  • Accurate and timely administration and bookkeeping
  • Preparation of trust and company accounts and annual reviews
  • Assistance with the preparation of monthly/quarterly reporting
  • Assistance with FATCA/CRS Reporting
  • To ensure own and junior team members have completed time sheets on a daily basis

Skills required:

  • A minimum of 3-5 years experience working in a private client trust and company environment
  • Strong administration skills are essential
  • Accounts preparation and bookkeeping skills are preferable
  • A high level of tact, diplomacy and confidentiality is essential due to the nature of the work
  • Strong analytical skills are essential, with accurate and timely completion of work
 

Private Client

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