Friday 19 April 2024
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Administrator, Private Clients

Trust & Company Enquire

 

Type:Permanent
Hours:Full Time
Reference:SITUATIONS-36131
 

Full Description

Do you have experience within Trust and are super organised? Our client is seeking an Administrator to join their team. Key responsibilitiesAdministrating a defined client portfolio which may include Trusts, Companies Foundations and Limited PartnershipsMaintaining client files in an orderly manner ensuring documents are filed correctlyUndertaking billing and debt collectionAcquiring monitor and dispose of assets held within your client portfolio in accordance with internal proceduresPreparing written correspondenceUndertaking initial review of working papers Ideally you will have experience in the Trust field and hold or be working towards a professional qualification. A strong client focus is required along with a great attitude to collaborative working. If this sounds interesting, get in touch to register!

For more information please visit https://situations.gg/jobs/job/j/36131.


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