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Our client is looking to bring on-board an experienced trust & company administrator to assist in supporting the team / manager with client services and providing guidance to junior members of the team.
You'll be joining a small but bustling team where you'll be responsible for a small portfolio of trusts and companies together with QNUPS and other Retirement Plans.
Key Responsibilities & Duties will include:
* Liaising with clients, colleagues and other internal departments & assisting with new business enquiries
* Drafting minutes & resolutions and attending client meetings
* Understanding and checking investments made & preparing asset statements
* Maintaining accounting records, reviewing monetary movements/bank statements
This is perfect if you're looking to take a step forward into a role where you'll need to assess client requests, utilise your expertise and will have responsibility for your own portfolio. Apply today to enter into discussions about this client.
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