17 Apr 2019

Administrator- Private Wealth

Ref 32328

Our client is looking to recruit an Administrator to join their Private Wealth team, to manage and administer a portfolio of trusts and companies.

 The role holder will also be responsible for updating accounting records (book keeping) in a timely manner, posting and reconciling statements, investment portfolios and fee collection and chasing/collection of debtors. They will also prepare the annual accounts for trusts and companies and the receipts, payment statements and asset statements.

The successful role holder will have previous experience in a similar role and have excellent organisational and time management skills. 

 

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