Supports a portfolio of clients with fiduciary administration, annual returns, accounting records, banking reconciliations and statutory filings.
Our client seeks a Trust and Company Administrator to join their growing team.
Key Responsibilities
- To assist on a portfolio of clients to ensure they receive a high standard of services at all times
- To carry out occasional adhoc fiduciary services assignments at the reasonable request of senior staff and directors, including telephone and reception cover as and when needed.
- Responsible for the preparation of annual returns, including: sign off, filing of and forwarding to administrators and clients
- Assist on a Portfolio of Clients.
- Where we maintain client accounting records to update clients. banking records on a regular basis and reconcile clients. bank statements to our banking records on a regular basis.
- Arrange telegraphic transfer instructions when advised to do so bearing in mind at all times the relevant AML criteria and procedures.
- Ensure clients' statutory records and minute books are properly maintained and that all appropriate filings including tax are made at the appropriate time.
- Update database timeously with any statutory changes to client records.
Key Skills and Experience
- A minimum of 2 A-Levels & 5 GCSEs at grade C and above
- Ideally you will have some experience of working within a similar role, or within the financial Services industry
- Ability to work to a high level of accuracy and attention to detail
- Excellent communication skills both written and verbal.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16879
