Join a collaborative and client-focused fiduciary firm in a senior administration role that combines technical expertise, client relationship management and operational input. This role offers exposure to high-value trust and corporate structures and would suit someone looking to take ownership of a diverse portfolio in a dynamic environment.
Location
Duties for this role include, but are not limited to:
* Managing a portfolio of trust and company clients, including responding to client and adviser queries.
* Coordinating client meetings, preparing statutory documents, and maintaining company records.
* Bookkeeping and managing invoicing for client entities.
* Supporting the development of internal policies, procedures and precedent documentation.
* Ensuring compliance with statutory and regulatory requirements.
* Attending internal meetings and contributing to best practice initiatives.
* Supporting new business activity and taking a proactive approach to service delivery.
Skills / Qualifications
The ideal candidate will hold a relevant professional qualification and have a minimum of 5 years\' experience in trust and company administration. Strong client service skills, attention to detail and the ability to manage their own caseload independently are essential. A "B" signatory status and prior experience with high-net-worth structures would be beneficial.
For a full job description or further information on this role please call 711188, or email jobs@leapfrogjobs.com. If you wish to apply for this role, please submit your CV via the Apply Now button below.
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