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Senior Trust Officer

Our medium-sized trust client is looking for a hands-on generalist with solid and demonstrable trust experience. ¬† At least five years’ experience would be necessary to fill the requirements of this role and there are opportunities for development with training … Continue reading

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REF: 2181

~ Trust Administrator

 

  • Part qualified or willing to undertake study for a professional qualification such as STEP, ACCA ?
  • Experienced within either an administrative or accounting role ?

We have a super role here with our out of town trust company client.

  • Assist with administration of Trust, Company and other Private Client relationships
  • Assist with drafting trust and company minutes and correspondence to clients.
  • Handle telephone callers with confidence.
  • Understand the fundamental techniques of book-keeping and financial record keeping, assist with accounts preparation as and when required.
  • Meticulous in the filing of correspondence, documentation, bank statements and important documents.
  • Recognise problems and areas of difficulty at an early stage.
  • Communicate fully and meaningfully with colleagues and superiors.
  • Maintain a good knowledge of company secretarial, compliance and anti-money laundering practice.
  • Understand the meaning and practical application of confidentiality.
  • Interested? ¬†Call us now to discuss further!

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