Our Client has an opportunity for an Assistant Administrator to join its Private Wealth team.

In this role, you will assist with the day-to-day management of a mixed portfolio of trusts and companies under the guidance of a Trust Supervisor.

Responsibilities

• Ensuring that statutory records are maintained accurately and up to date.
• Preparing payments and recording receipts.
• Preparing minutes/resolutions for routine matters.
• Supporting client due diligence and compliance checks.
• Liaising with clients and intermediaries on routine non-complex matters.
• General administrative duties, including scanning and filing.

Requirements

• A Level education or equivalent.
• Willingness to study towards a relevant professional qualification (eg STEP)
• Good communication and IT skills.

For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com