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At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
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Back to ResultsA great entry level opportunity with an independent trust company.
The Private Client and Corporate Services team works with clients and their advisers, providing an efficient, informed and personal service. The business provides a fast-paced, rewarding environment and opportunities to work with a variety of global clients across all major asset classes.
Day-to-day administration of a portfolio of clients including trusts and companies dealing with a wide variety of arrangements which may be of a complex nature, supported by team leader and director.
Duties will include; handling the set up and day-to-day administration of trusts and companies, liaison with clients, professional advisers, intermediaries and government authorities both by telephone and in writing, drafting minutes and resolutions and preparing documents in relation to both routine and complex transactions, statutory work – ensuring that statutory records are kept up to date and are accurately maintained, entity reviews – carrying out annual reviews of all entities, ensuring compliance with company standards, policies and procedures and ad hoc project work.
This role will work within a team and report directly to the team leader. Full support will be given with regard to professional study if the successful applicant chooses to study for a relevant course – this training would be strongly encouraged.
Candidates should have a minimum of 5 GCSEs or equivalent at grade C or above to include English Language and Mathematics.
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