Our client is seeking a Senior Trust Administrator to join their team.

To assist with the administration, bookkeeping and/or preparation of annual accounts for a portfolio of private clients, including trusts and companies, under the supervision of the Manager.

Summary of responsibilities

• Assisting with the administration of a portfolio of Trusts and Companies for International High Net Worth individuals
• Making payments
• Communicating with clients and intermediaries by email, letter and telephone
• Attending meetings (to include virtual meetings) with clients and intermediaries
• Accurate and timely administration and bookkeeping
• Preparation of trust and company accounts and annual reviews
• Assistance with the preparation/review of monthly/quarterly reporting
• Assistance with FATCA / CRS Reporting
• To ensure own and junior team members have completed time sheets on a daily basis

Skills, Knowledge & Attributes

• To be studying towards a professional qualification in ICSA/ACCA/ICAEW/STEP or equivalent
• A minimum of 3-5 years experience working in a private client trust and company environment
• Accounts preparation and bookkeeping skills are desirable
• Always striving for excellent client service and delivery
• A high level of tact, diplomacy and confidentiality is essential due to the nature of the work
• Strong analytical skills are essential, with accurate and timely completion of work
• Ability of adapt to a variety of work on a number of different clients
• Ability to be proactive with very close attention to detail to ensure work is of a consistently high standard
• Exceptional, administrative, analytical and organisational skills are essential, with accurate and timely completion of work

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com