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Trust & Company Administrator
- To be advised
- Permanent, Full Time
- Closing in 45 days
- Search and Select Recruitment Agency
Our client seeks Trust and Company Administrator to join their team. Key Responsibilities: Take responsibility for a portfolio of client entities with support from the Manager and the wider Private Client Team; Support senior members of the team, with oversight from the Manager. Send out and settle invoices as appropriate and in a timely matter, and keep on top of debtors as a priority; Ensure all statutory filings are made within required timescales for all entities noted on client list, and all statutory books are kept up to date; Complete any ad-hoc projects delegated within given timescales; Ensure all emails received are responded to within 24 hours (even if only a holding email), to adhere to agreed response times; Ensure all systems are up to date in respect of all entities assigned to client list. Record all time on Iris in a timely manner, making sure all records are up to date by the end of each quarter; Keeping the Manager - Private Clients, company directors and trustees continuously updated on all relevant client matters; Undertake all necessary training to make sure the appropriate annual amount of CPD is adhered TO At all times act in accordance with the Financial Services Rule Book and other relevant regulations including, but not limited to AML/CFT/ABC and Data Protection; Adhere to the Staff Handbook at all times;
If you have the required skills please apply online at searchandselect.com quoting reference number: 14474
