This is an excellent opportunity for a motivated individual with 1-2 years' experience in trust and company administration to take the next step in their career within a dynamic and collaborative environment.
Location
Duties for this role include, but are not limited to:
* Assisting with the general administration of a portfolio of trust and company structures.
* Carrying out statutory work such as preparing minutes, agreements, and trust instruments.
* Liaising with clients, intermediaries, and financial institutions to ensure a high level of service delivery.
* Managing bookkeeping and maintaining accurate client records.
* Facilitating the purchase and sale of investments and assets, including property.
* Processing payments, distributions, and invoices in line with internal procedures.
* Supporting the investment process by recording transactions and ensuring timely updates to investment records.
* Maintaining up-to-date client due diligence in accordance with regulatory requirements.
* Assisting in the preparation of periodic client reporting.
Skills / Qualifications
The ideal candidate will have 1-2 years' experience in a similar trust and company administration role and be committed to professional development. They will demonstrate excellent written and verbal communication skills, strong organisational abilities, and a keen eye for detail. A willingness to learn, adapt to new regulations, and collaborate effectively within a team is essential. Candidates currently studying towards a STEP or ICSA qualification will be viewed favourably.
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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