Do you have 1-2 years' trust experience administering a portfolio of clients? Then this might be the job for you!
The role holder will be responsible for drafting minutes and general correspondence, assisting with the administration of a client portfolio, liaising with intermediaries, bookkeeping, maintaining an accurate statutory database, and drafting written instructions and on-line payments for distributions, dividends and professional fees.
The successful candidate will be a team player with strong communication skills, good academic results (GCSE and A-levels – including English and Mathematics) and confidence using Outlook, Microsoft Word, and Excel.
