Trainee Trust Administrator

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

Type: 
Permanent
Discipline: 
Trainee and Graduate
Job Posted: 
Mon, 01 Jul 2024
Closing Date: 
Sun, 29 Sep 2024
Reference: 
12061

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