Trust & Company
The Fiduciary Administrator will assist the fiduciary team members in all aspects of administration of Trusts, Companies and Pension Schemes, reporting to the senior team members.
The duties will include assisting the team with the following:Liaising with clients, intermediaries, bankers and investment houses by email, in letter form and by telephoneChecking of bank statements, contract notes, custody schedules and investment portfolioAssisting with client entity reviewsPreparation of minutes, written resolutions, and other statutory documentationMaking payments, using online banking software, and in written formSetting up and maintaining client databasesClosing down processes
Applicant must have good organisational and social skills, be a team player and have a polite manner when dealing with clients and intermediaries.
The desirable candidate will have a desire to study for a relevant professional qualification.
For more information please visit https://situations.gg/jobs/job/j/32862.
« Return to Adverts