Do you have proven experience within a Trust Administration role and confidence working within a busy team, contributing to the efficient operation of the portfolio? Then this might be the job for you!
You will play an active role in a team of trust and company administrators and will be given responsibility for a portfolio of clients, maintaining all their client records by; drafting minutes and correspondence, recording all transactions, keeping all bank accounts reconciled, maintaining and updating client due diligence, preparing annual validations, conducting face-to-face meetings with clients and/or intermediaries, and making distributions to beneficiaries.
Our client is looking for an individual with excellent time management and who has the ability to work with a comprehensive IT package.
