Job Summary
Day to day running of a portfolio of clients which will contain a mixture of trusts and companies, dealing with a wide variety of arrangements which may be of a complex nature under the supervision of a Trust Supervisor / Assistant Trust Manager.
Job Accountabilities
The day to day running of own portfolio of clients. Tasks will involve:
- Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
- Entering payments and identify receipts as required
- Preparation of minutes/resolutions of the Trustee / Board for routine matters
- Entity reviews – to assist with clearing any action points following the annual reviews
- Liaison with our respective departments regarding legal, accounting and taxation matters
- Liaison with clients and intermediaries both by telephone and in writing, and such matters will range in complexity
- General administrative tasks relating to the running of Trust and Company structures
- Ad hoc project work of a complex and non-complex nature
- To train and assist junior staff with queries/problems
Minimum Education and Experience
- Educated to ‘A’ Level standard, or equivalent
- A minimum of 3 years’ relevant experience during which own portfolio of clients has been managed
- A relevant professional qualification i.e. STEP Certificate/Diploma
Required Skills
- Strong written and verbal communication skills
- Good problem solving skills
- A strong team player
- Ability to work to deadlines with minimum supervision
