Purpose of the role:
Co-ordinate and carry out the administration of a portfolio of private client trusts, private equity portfolios and companies under the supervision of the Client Managers.
Responsibilities:
- Always strive for excellent client service and delivery
- Administering the affairs of a portfolio of trust and companies for high net worth clients
- Dealing with a varied range of client queries/projects
- Liaison with intermediaries in various jurisdictions
- Book-keeping under the supervision of a Senior Administrator/Assistant Manager
- Preparation and review of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
Skills required:
- A minimum of 2 -3 years’ experience working in a Private Client Trust environment
- Working knowledge of Microsoft Office packages and applications, particularly Word, Excel and Access
- Ability to manage own workload and prioritise accordingly
- To be aware of the limits of his/her decision-making entitlement and not to take risks in this regard
- Flexible, with the ability to work to time pressures and react calmly to changing demands