This role involves duties related to the administration of trusts, companies and some retirement products structures. Responsibilities will include a range of duties to support a small portfolio of Trusts, Companies, Foundations and Limited Partnerships; reporting to the Trust Manager.
Responsibilities include:
Processing client requests for information in a timely and accurate way;
Actioning payments and distributions in relation to client entities;
Checking and understanding investments made and proposed for client entities and ensuring all documentation is completed and followed up as necessary;
Maintaining up to date accounting records and liaising with the Finance Department as necessary;
More information about the role is available upon request contact the team today for further details.