Our Client is seeking a Trainee Company and Trust Administrator to join their team.

Key Responsibilities:

• Completing account application forms for banks and investment managers
• Inputting payments using established online banking systems such as Barclays, UBS, Standard Bank, Investec and Bank of Butterfield.
• Drafting of Minutes /File notes/Attending meetings
• Dealing with client queries / assisting with written correspondence/e-mail
• Liaising with 3rd Parties, i.e. lawyers, banks, investment managers
• Filing using a document management system
• Updating client files/records/profiles
• Adherence to policies and procedures
• Basic Book-keeping
• General office duties and tasks

Key Requirements:

• Highly motivated and reliable
• Discrete and confidential
• Organisational ability and the ability to multitask and forward plan
• Good interpersonal communication skills
• Ability to deal with detailed documentation
• Methodical, with attention to detail

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