Our client is seeking a Trainee Trust Administrator on a permanent basis within the Private Wealth Department. The post holder will assist with all client administration matters and provide administrative support to Senior and Trust & Company Administrators. It is essential for the individual to be fully aware of current Due Diligence and KYC regulations to perform their duties responsibly. Click here to learn more.
Job Duties:
- Provide administrative support to all Senior and Assistant Trust & Company Administrators as required.
- Answer phones, photocopy, scan, fax, and prepare emails, letters, and spreadsheets in conjunction with Administrators.
- Liaise with clients and intermediaries, implementing their instructions once approved by a Senior Administrator.
- Prepare online payments and appropriate vouchers.
- Prepare necessary documentation for the incorporation or dissolution of companies and engrossment or termination of Trusts.
- Prepare Annual Returns for client companies.
- Prepare minutes and maintain statutory records for administered companies.
- Assist with additional duties as required.
- Update, scan, file, and archive records in compliance with record retention policies.
- Respond promptly to internal communications concerning operational matters.
- Maintain and fulfil actions recommended by diary entries for various client-related tasks, ensuring efficient administration of client entities.
Job Requirements:
- Ability to work independently and take initiative.
- Thrive in a team environment, prioritising tasks and assisting less experienced staff.
- High level of integrity and diplomacy.
- Strong communication and interpersonal skills.
- Sound knowledge and understanding of the regulatory framework, due diligence, and AML requirements.
- Competence in the use of Word and Excel.
- Good organisational and administrative skills, with a desire to develop and succeed.
What You’ll Love:
Our client values proactive engagement and a commitment to delivering an excellent level of service, fostering strong relationships with clients and colleagues. They are dedicated to supporting the professional development of their team members and maintaining a positive work environment based on core values such as excellence, integrity, caring, responsibility, partnership, and positivity.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
