Job ID:
44302
Published date:
2024-04-17
Summary
Administrator - Trust
This job involves assisting senior staff in dealing with the daily administration of a defined portfolio of clients, in an efficient, accurate and timely manner.
As part of a structured induction programme and ongoing training, you will learn the general administrative tasks relating to Trust & Company administration, whilst aspiring to achieve a first level, relevant trust qualification.
You will work in a company that places great emphasis on both career and personal growth, with support to develop your own career path during your time working with us.
Job Responsibilities
- Assist, set up and maintain statutory records including minutes of directors and shareholders meetings, trustee resolutions.
- Complete day to day bookkeeping for companies and trusts up to trial balance.
- Assist, then with experience and training become competent in liaison with bankers over remittance of money, deposit accounts and investment transactions.
- Open trust and company bank accounts.
- Liaise with brokers over investment transactions and settlement instructions.
- Assist and after training have a working knowledge of the formation of limited companies and setting up of new trusts.
- Liaise with clients and associates by telephone and written correspondence.
- Be aware of compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
- Acquire a good working knowledge of the computer system and post relevant information as required.
- Ensure proper completion of all aspects under the PlainSail timekeeping system.
- Ensure that all office and departmental procedures are adhered to.
- Any other relevant duties as requested by your Manager.
Profile Required
- Respond positively and promptly to client demands, providing consistent high quality service.
- Ensure procedures are followed appropriately so that high quality work is produced.
- Prioritise effectively in order to meet targets, deadlines and objectives set by managers.
- Where possible, find solutions to problems prior to approaching manager or colleagues.
- Review all work before handover to the line manager.
- Assist other colleagues within the team or another team when they are in need of support.
- Work on building expertise and attend agreed relevant courses to improve technical knowledge and to undertake and attain a relevant qualification.
Skills and Requirements
- Minimum of 5 GSCEs, including Maths and English at C grade or above.
- No previous experience in the finance industry is required for this role.
- Competent IT skills and proficient in all Microsoft applications.
- Good communication skills.
- The ability to develop effective relationships at all levels.
- Effective organisational and planning skills.
- Accuracy and attention to detail.