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Trust Administrator - Private Client

Purpose of the role:

In this role, you will co-ordinate and carry out the administration of a portfolio of private client trusts, private equity portfolios and companies under the supervision of the Manager.

Responsibilities:

  • 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
  • Bookkeeping 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
  • Reviewing minutes and documents for execution and liaising with the Company Secretarial department

Skills required:

  • A minimum of 2 -3 years’ experience working in a Private Client Trust environment
  • Attention to detail to ensure work is of a consistently high standard
  • Well organised with accuracy and timely completion of work
  • Good administrative and numeracy skills 
  • Ability to adapt to a variety of work on a number of clients
  • Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
  • Working knowledge of Microsoft Office packages and applications, particularly Word, Excel and Access

Private Client

1268

 

Private Client

1268

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