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