Our Client is seeking an experienced Trust professional to join their team.

Responsibilities:

• Preparation/Reviewing of all client valuations and reports
• Dealing with a varied range of client queries
• Assisting with Book-keeping including posting all cash transactions and billing
• Assisting with KYC and due diligence requests and recording information
• Organising of Company and Trust meetings and liaising with Directors
• Supervision/preparation of board papers and attending at board meetings, and committee meetings, including minutes and follow-up actions
• To apply internal risk management procedures and take responsibility for training and mentoring the team

Requirements:

• To be professionally qualified in ICSA/ACCA/ICAEW or equivalent
• To have 5 years+ experience working in a Trust & Company environment
• To have advanced accounting and/or administration skills, ideally with legal ancorporate tax/tax knowledge with a risk based approach

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com