Provides administrative support to trust and company teams, including client records, correspondence, payments and statutory documents.
Our client seeks a Trainee Trust & Company Administrator to join their team.
Key Responsibilities
- Provide administrative support to the Trust and Company teams in the day-to-day administration of client structures, ensuring tasks are progressed promptly and accurately.
- Process new business and client documentation under instruction.
- Assist with routine client correspondence and liaise professionally with clients, advisors and internal colleagues as appropriate.
- Refer more complex matters, technical issues or risks to the Trust Manager, Senior Trust Manager or other appropriate senior colleagues.
- Prepare letters, draft routine documentation, statutory forms and other administrative documents for review where required.
- Maintain accurate and up-to-date client records, including scanning, filing, due diligence records and correspondence.
- Process receipts and payments, assist with client invoicing and carry out other routine administrative tasks to assigned deadlines.
- Assist with the preparation and filing of statutory documents.
- Provide assistance to the team manager and colleagues in the administration of portfolios for high-net-worth clients.
- Undertake training and development to build technical knowledge and broaden capability within the role.
Key Skills and Experience
- Good standard of education, including English and Mathematics (A-Level and/or degree level preferred).
- Previous office or administrative experience preferred.
- Excellent interpersonal and communication skills.
- Ability to grasp new concepts and apply new skills quickly.
- Ability to identify and analyse problems by interpreting information available and escalating where appropriate.
- A team player with the ability to communicate effectively with staff at all levels.
- Ability to use standard office systems and maintain accurate records.
- Willingness to learn trust and company administration procedures and regulatory requirements.
- Previous relevant office experience within a trust, company or other regulated professional services environment.
- A willingness to progress and undertake a relevant professional qualification, for example STEP or CGI.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16866
