17 Jul 2024

Administrator, Private Clients

Ref 36131

Do you have experience within Trust and are super organised? Our client is seeking an Administrator to join their team.

Key responsibilities

  • Administrating a defined client portfolio which may include Trusts, Companies Foundations and Limited Partnerships
  • Maintaining client files in an orderly manner ensuring documents are filed correctly
  • Undertaking billing and debt collection
  • Acquiring monitor and dispose of assets held within your client portfolio in accordance with internal procedures
  • Preparing written correspondence
  • Undertaking initial review of working papers

Ideally you will have experience in the Trust field and hold or be working towards a professional qualification.  A strong client focus is required along with a great attitude to collaborative working. If this sounds interesting, get in touch to register!

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