Trust Administrator

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

You will carry out the administration of a portfolio of private client trusts, private equity portfolios and companies under the supervision of the Client Managers.

Summary of Responsibilities:

  • Administering the affairs of a portfolio of trust and companies for high net worth clients
  • Dealing with a varied range of client queries/projects
  • Liaison with intermediaries in various jurisdictions
  • Book-keeping under the supervision of a Senior Administrator/Assistant Manager
  • Preparation and review of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
  • Reviewing minutes and documents for execution and liaising with the company secretarial department
  • Providing information required by the Tax department in a timely manner
  • To apply internal risk management procedures 

Skills, Knowledge and Attributes:

  • A minimum of 2 -3 years’ experience working in a Private Client Trust environment
  • Attention to detail to ensure work is of a consistently high standard
  • Well organised - with accuracy and timely completion of work
  • Good administrative and numeracy skills

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Mon, 25 Mar 2024
Closing Date: 
Sun, 23 Jun 2024
Reference: 
11895

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