Purpose of the role:
The Trainee will support the administration of trusts and companies within a supervised portfolio, assisting with daily tasks, client correspondence and regulatory requirements.
Responsibilities:
- Support the administration of a mixed portfolio of trusts, companies and foundations, completing day to day tasks under supervision.
- Assist with payment processing, statutory filings across jurisdictions and clearing review points.
- Handle client and internal correspondence professionally and promptly.
Skills required:
- Good attention to detail with an ability to work to deadlines
- Flexibility and a willingness to learn
- Proactive manner