Job Summary
To assist with the day to day running of a portfolio of clients which will contain a mixture of trusts and companies dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.
Job Accountabilities
Day to day duties will include:
- 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 with regard to matters of a non-complex nature
- General administrative tasks relating to the running of Trust and Company structures
- Ad hoc project work of a non complex nature
Minimum Education and Experience
- Educated to ‘A’ Level standard, or equivalent
- Willingness to study towards a relevant professional qualification i.e. STEP Certificate/Diploma
Required Skills
- Strong written and verbal communication skills
- Good problem solving skills
- A good team player
- Ability to work to deadlines with minimum supervision
