Our client is seeking a Trainee Trust Administrator to join their team.
You will assist with the administration of a portfolio of private client trusts and companies under the supervision of the Manager.
Principle Accountabilities:
- Always strive for excellent client service and delivery
- Preparing payment packs and making payments
- Bookkeeping under the supervision of a Senior Administrator/Assistant Manager
- Assistance with the preparation of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
- Scanning and collation of documents required for new investments and accounts
- Communicating with intermediaries by email, letter and telephone
- Assistance with the preparation of reporting to clients
- To ensure that timesheets are completed on a daily basis
- To achieve chargeability, WIP, recoverability and debtor targets within deadlines set
- To apply internal risk management procedures
- To know the main contacts and build good relationships with clients and other service providers
Skills, knowledge & Attributes
- Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
- Well organised - with accuracy and timely completion of work
- Good administrative skills are required
- Strong numeracy skills are essential
- Ability to adapt to a variety of work on a number of clients
- Flexible, with the ability to work to time pressures and react calmly to changing demands
- Good working knowledge of Microsoft Office packages, particularly Word and Excel
- To be brave enough to ask questions and raise issues appropriately
For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com