This job involves assisting senior staff in dealing with the daily administration of a defined portfolio of clients, in an efficient, accurate and timely manner.
As part of a structured induction programme and ongoing training, you will learn the general administrative tasks relating to Trust & Company administration, whilst aspiring to achieve a first level, relevant trust qualification.
You will work in a company that places great emphasis on both career and personal growth, with support to develop your own career path during your time working with us.
Job Responsibilities
Assist, set up and maintain statutory records including minutes of directors and shareholders meetings, trustee resolutions.
Complete day to day bookkeeping for companies and trusts up to trial balance.
Assist, then with experience and training become competent in liaison with bankers over remittance of money, deposit accounts and investment transactions.
Open trust and company bank accounts.
Liaise with brokers over investment transactions and settlement instructions.
Assist and after training have a working knowledge of the formation of limited companies and setting up of new trusts.
Liaise with clients and associates by telephone and written correspondence.
Be aware of compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
Acquire a good working knowledge of the computer system and post relevant information as required.
Ensure proper completion of all aspects under the PlainSail timekeeping system.
Ensure that all office and departmental procedures are adhered to.
Any other relevant duties as requested by your Manager.
Profile Required
Respond positively and promptly to client demands, providing consistent high quality service.
Ensure procedures are followed appropriately so that high quality work is produced.
Prioritise effectively in order to meet targets, deadlines and objectives set by managers.
Where possible, find solutions to problems prior to approaching manager or colleagues.
Review all work before handover to the line manager.
Assist other colleagues within the team or another team when they are in need of support.
Work on building expertise and attend agreed relevant courses to improve technical knowledge and to undertake and attain a relevant qualification.
Skills And Requirements
Minimum of 5 GSCEs, including Maths and English at C grade or above.
No previous experience in the finance industry is required for this role.
Competent IT skills and proficient in all Microsoft applications
Good communication skills.
The ability to develop effective relationships at all levels.
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Wyoming (/waɪˈoʊmɪŋ/ (listen)) is a state in the mountain region of the western United States. The state is the 10th largest by area, the least populous, and the second most sparsely populated state in the country. Wyoming is bordered on the north by Montana, on the east by South Dakota and Nebraska, on the south by Colorado, on the southwest by Utah, and on the west by Idaho and Montana. The state population was estimated at 577,737 in 2018, which is less than 31 of the most populous U.S. cities including Denver in neighboring Colorado. Cheyenne is the state capital and the most populous city...
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