Our client is seeking a Trainee Trust Administrator to join their team.

You will assist with the administration of a portfolio of private client trusts and companies under the supervision of the Manager.

Principle Accountabilities:

•  Always strive for excellent client service and delivery
• Preparing payment packs and making payments
• Bookkeeping under the supervision of a Senior Administrator/Assistant Manager
• Assistance with the preparation of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
• Scanning and collation of documents required for new investments and accounts
• Communicating with intermediaries by email, letter and telephone
• Assistance with the preparation of reporting to clients
• To ensure that timesheets are completed on a daily basis
• To achieve chargeability, WIP, recoverability and debtor targets within deadlines set
• To apply internal risk management procedures
• To know the main contacts and build good relationships with clients and other service providers

Skills, knowledge & Attributes

• Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
• Well organised - with accuracy and timely completion of work
• Good administrative skills are required
• Strong numeracy skills are essential
• Ability to adapt to a variety of work on a number of clients
• Flexible, with the ability to work to time pressures and react calmly to changing demands
• Good working knowledge of Microsoft Office packages, particularly Word and Excel
• To be brave enough to ask questions and raise issues appropriately

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com