31 Jul 2020

Trust Administrator

Ref 21459

The role entails taking responsibility for a small portfolio of clients and assisting a trust manager with all aspects of running a portfolio of more complex clients at the company.

Detailed Aims and Responsibilities:

  • Basic Trust and Company client administration
  • Bank payments
  • Minutes
  • Client meetings as appropriate
  • Data entry and static data onto software
  • New client take on – administrative and data side

The ideal candidate will have 2-3 years’ experience in the trust sector. 

 

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