Purpose of Role Summary:
To assist with the administration of a portfolio of private client trusts and companies under the supervision of the Manager.
Key Responsibilities:
- Preparing payment packs and making payments
- Bookkeeping under the supervision of a Senior Administrator/Assistant Manager
- Assistance with the preparation of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
- Scanning and collation of documents required for new investments and accounts
- 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
Key Competences / Skills / Experience / Behaviours 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
- Ability to adapt to a variety of work on a number of clients
- Flexible, with the ability to work to time pressures and react calmly to changing demands