03 Jan 2020

Fiduciary Administrator

Ref 32862

The Fiduciary Administrator will assist the fiduciary team members in all aspects of administration of Trusts, Companies and Pension Schemes, reporting to the senior team members.

The duties will include assisting the team with the following:

  • Liaising with clients, intermediaries, bankers and investment houses – by email, in letter form and by telephone
  • Checking of bank statements, contract notes, custody schedules and investment portfolio
  • Assisting with client entity reviews
  • Preparation of minutes, written resolutions, and other statutory documentation
  • Making payments, using online banking software, and in written form
  • Setting up and maintaining client databases
  • Closing down processes

Applicant must have good organisational and social skills, be a team player and have a polite manner when dealing with clients and intermediaries. 

The desirable candidate will have a desire to study for a relevant professional qualification.

 

Register with us
Get to Know Jenny Mitchell
Get to Know Gemma Le Page