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Trainee Trust Administrator

Purpose of the role:

This is an exciting opportunity to join a busy, supportive team within a Trust Department. In this role, you will assist with the administration of a portfolio of private client trusts and companies under the supervision of the Trust Manager.

Responsibilities:

  • Scanning and collation of documents required for new investments and accounts with new service providers 
  • Communicating with intermediaries by email, letter and telephone
  • Assistance with the preparation of reporting to clients
  • To ensure that timesheets are completed on a daily basis 
  • To achieve chargeability, WIP, recoverability and debtor targets within deadlines set  
  • To apply internal risk management procedures  

Skills required:

  • Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
  • Well organised - with accuracy and timely completion of work
  • Good administrative skills are required
  • Strong numeracy skills are essential
 

Private Client

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