Our Client is seeking a Senior Trust Administrator on a reduced hours basis to join their team.

Key Responsibilities:

• Strive for excellent client service and delivery
• Inputting payments, preparing checklists and backup documentation and ensuring these are authorised in the appropriate timeframe
• Dealing with a varied range of queries/projects assigned by the manager or from intermediaries
• Reviewing minutes and documents for execution and liaising with the company secretarial department
• To produce and provide high-quality documents such as account opening forms , due diligence packs and relevant checklists
• Assisting with onboarding new clients
• Assistance with the preparation of monthly/quarterly reporting • Assistance with FATCA / CRS Reporting

Key Requirements:

• A minimum of 3-5 years’ experience working in a private client trust and company environment
• A high level of tact, diplomacy and confidentiality is essential
• Strong analytical skills with a proactive approach and close attention to detail
• Flexible with the ability to work to time pressures

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com