13 Mar 2019

Trust Administrator

Ref 32312

Our client is looking to recruit a Trust Administrator to join their team, over time the role holder will be given responsibility for a portfolio of clients and will be expected to know and understand the administration needs of those clients.

Key duties:

  • Administration of a portfolio of clients, to include:
    • Preparation of statutory records
    • Preparation of payments
    • Preparation of written correspondence
    • Bookkeeping of administrative transactions
    • Processing compliance records
    • Assisting with periodic client reviews
    • Filing of client records
    • Liaising with clients and third parties 
    • Client billing

The desirable candidate will be a part qualified or willing to undertake study for a professional qualification such as STEP, ACCA, ICSA or ACA, have experience within either an administrative or accounting role (trust or non-trust) and have excellent time and organisational skills.  They must be able to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system.

 

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