Trainee Trust Administrator

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

The post holder is responsible for assisting with all client administration matters and providing administration support for all Senior and Trust & Company Administrators.  The post holder must be fully aware of current Due Diligence and KYC regulations to enable them to carry out their duties responsibly.

Key Responsibilities

  • To provide administrative support to all Senior and Assistant Trust & Company Administrators as required.
  • Answering phones, photocopying, scanning, faxing, preparing email, letters and spread sheets in conjunction with Administrators.
  • Liaising with clients and intermediaries and implementing their instructions once approved by a Senior administrator.
  • Preparing on-line payments and preparing appropriate vouchers.
  • Preparing necessary documentation for the incorporation or dissolution of companies and engrossment or termination of Trusts.
  • Prepare Annual Returns for client companies.
  • Prepare minutes and maintain the statutory records for the companies administered.
  • Assist with any other duties as and when required.

Skills, knowledge, competencies and expertise

  • To be able to work on one’s own initiative
  • To enjoy and thrive in working in a team environment, be able to prioritise their work and assist less experienced staff where necessary, and foster strong and effective relationships with clients and colleagues
  • To possess a high level of integrity and diplomacy
  • To have strong communication and interpersonal skills
  • To demonstrate a sound knowledge and understanding of the regulatory framework and associated due diligence and AML requirements.

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

Type: 
Permanent
Discipline: 
Trainee and Graduate
Job Posted: 
Fri, 11 Oct 2024
Closing Date: 
Thu, 09 Jan 2025
Reference: 
12248

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