Purpose of the role:
As the Trainee Trust Officer, you will assist and support the Trust team with the administration of a wide-ranging portfolio of companies, trusts and foundations to maintain a consistent and high standard of service.
Responsibilities:
- Create and maintain effective working relationships with colleagues both in the immediate department and further afield
- Assist senior team members with administrative duties such as preparing for meetings, drafting client emails, and supporting the timely processing of payments
- Assist and support the team with the administration of a balanced portfolio of Companies, Trust and Foundations carrying out day-to-day administration tasks
- Support the clearing of review points
- Liaise with clients, intermediaries, and banks to ensure a high standard of service and assist with all relevant compliance matters where necessary
Skills required:
- Good standard of education to either GCSE or A Level equivalent, with an emphasis on Maths and English
- Good attention to detail with the ability to work to deadlines
- Studying towards or holding a relevant professional qualification, with the flexibility and a willingness to learn
- Appropriate IT skills
- The drive to deliver a high-quality service to clients