Our client is seeking a trainee or junior candidate looking to develop their career in Trust.

Key Responsibilities:

• Making payments and bookkeeping
• Assisting with the preparation of trust and company accounts
• Scanning and collating documents for new investments
• Communicating with intermediaries
• Preparing reporting for clients
• Achieving chargeability, WIP, recoverability, and debtor targets
• Applying internal risk management procedures
• Maintaining good relationships with clients and service providers
• Understanding client needs to anticipate requests, striving for excellent service delivery

Key Requirements:

• Good interpersonal and communication skills
• Strong numeracy and administrative skills
• Proficient in Microsoft Office, especially Word and Excel
• Ability to work flexibly under pressure
• Team player with a proactive approach

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