Monday 30 January 2023
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Trainee Trust Officer

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: As the Trainee Trust Officer, you will assist and support the Trust team with the administration of a wide-ranging portfolio of companies, trusts and foundations to maintain a consistent and high standard of service. Responsibilities: Create and maintain effective working relationships with colleagues both in the immediate department and further afield Assist senior team members with administrative duties such as preparing for meetings, drafting client emails, and supporting the timely processing of payments Assist and support the team with the administration of a balanced portfolio of Companies, Trust and Foundations carrying out day-to-day administration tasks Support the clearing of review points Liaise with clients, intermediaries, and banks to ensure a high standard of service and assist with all relevant compliance matters where necessary Skills required: Good standard of education to either GCSE or A Level equivalent, with an emphasis on Maths and English Good attention to detail with the ability to work to deadlines Studying towards or holding a relevant professional qualification, with the flexibility and a willingness to learn Appropriate IT skills The drive to deliver a high-quality service to clients

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