Senior Trust Administrator

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

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Thu, 04 Jul 2024
Closing Date: 
Wed, 02 Oct 2024
Reference: 
12066

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