Trust Administrator, EBTs and Pension

Our Client is seeking to appoint a Trust Administrator to join its EBT and Pensions team

This role seeks to deliver a high-quality trust and company administration support service to the underlying client base.

Responsibilities:

  • Undertake general administration and the preparation of transaction paperwork.
  • Assist with the preparation of trustee meeting packs, updating schedules and being a source of administrative support for the team of senior trust officers.
  • Gain and develop knowledge of the clients in the portfolio such that you can independently take on various trust administration tasks
  • Billing and working capital cycle – prepare monthly billing packs, send out invoices and debtor-chasing.
  • Maintain training and development to continually improve your ability and performance. Study is supported
  • General assistance in internal projects such as FATCA/CRS reporting, KYC and administration reviews and static data updates.

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

Location: 
Jersey
Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Fri, 11 Oct 2024
Closing Date: 
Mon, 06 Jan 2025
Reference: 
12238

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