10 Mar 2020

Assistant Administrator

Ref 32984

A provider of corporate trustee services is looking for an Assistant Administrator to join their dedicated private client services team.

Core responsibilities: 

  • Assist the team with the administration of a client portfolio, comprised of Trusts, Companies, Foundations and Limited Partnerships
  • Undertake bookkeeping to maintain accurate accounting records for the team’s client portfolio
  • Draft written instructions and on-line payments for distributions, dividends, professional fees etc
  • Draft minutes and general correspondence for review by the Administrator / Manager
  • Maintain an accurate statutory database of the team’s client portfolio
  • Assist with the take-on of new business

Technical / Professional / Qualification Requirements:

  • Good GSCE’s / A-levels, especially in English and Mathematics.
  • Basic use of Outlook, Microsoft Word and Excel.
  • Team player with strong communication skills, who also can work on their own

 

Register with us
Top Six Interview Tips for Video
34 Years in Business and Still Going Strong!