Our client is seeking a Junior/Trust Administrator.
The purpose of this role is the provision of an efficient, professional administrative service and effective liaison with internal and external stakeholders.
Key Responsibilities:
- Communicate with third-party service providers and with various business contacts,
- Undertake Client take on and entity formation/termination.
- Formation and Termination of trusts, companies, and foundations in any jurisdiction
- Assist with transfers in/out of entities from/to other fiduciary providers.
- Assist with client meeting preparations and their efficient follow-up.
- Drafting of resolutions with assistance, working with documentation required to facilitate action required
- Undertaking administrative duties and liaison with other teams in the Group to ensure an efficient and effective service is provided.
- Support with the management of compliance issues and maintenance of records.
- Assisting in investment reviews and ad hoc projects and requests
- Liaise with accountants to ensure financial accounts are prepared and reviewed promptly.
- Ensure proper governance around client structures in accordance with the Group’s policy and procedures.
If you are seeking the next step in your Trust career this could be the perfect role for you.
For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com