1. Glasgow
2. Great firm
About Our Client
A very well respected firm
Job Description
3. Data input to Excel proformas
4. Reading and understanding Trust and Executry Files on 3E
5. Understanding Trust and Executry documents to lift and input relevant information
6. Working with consolidated tax packs etc to record capital and income movements in share portfolios
7. Updating all control sheets for the team
8. Corresponding and communicating with third parties to obtain outstanding information
9. Providing all numbers for the team for reporting purposes at the monthly team meeting
10. Communicating with the wider team.
The Successful Applicant
11. Attention to detail and accuracy when working with data
12. Excellent organisational skills
13. Excellent IT skills - particularly with 3E and Excel
14. Excellent communication skills, verbal and in writing
15. Ability to prioritise and work to deadlines under pressure
16. Ability to use initiative and to work both independently and as part of a team
17. Capable of working within the tax team and the private client department and working alongside other fee earners/departments as required.
What's on Offer
A competitive salary and nice working environment