Purpose of the role:
Co-ordinate and carry out the administration of a portfolio of private client trusts, private equity portfolios and companies under the supervision of the Client Managers.
Responsibilities:
Always strive for excellent client service and delivery
Administering the affairs of a portfolio of trust and companies for high net worthclients
Dealing with a varied range of client queries/projects
Liaison with intermediaries in various jurisdictions
Book-keeping under the supervision of a Senior Administrator/Assistant Manager
Preparation and review of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
Skills required:
A minimum of 2 -3 years experience working in a Private Client Trust environment
Working knowledge of Microsoft Office packages and applications, particularly Word, Excel and Access
Ability to manage own workload and prioritise accordingly
To be aware of the limits of his/her decision-making entitlement and not to take risks in this regard
Flexible, with the ability to work to time pressures and react calmly to changing demands