11 Jan 2019

Trust Officer

Ref 23675

Due to our clients continuing growth they are now seeking an exceptional individual to manage a portfolio of clients providing trust and company administration of varying complexity. The role will involve:

  • Assisting the directors, and the managers, in administering a portfolio of clients (to cover all governance, payments, correspondence, banking, keeping the structure in good standing).
  • Ensuring that client invoices are produced and sent to the client in a timely manner.
  • Ensuring that the status of the invoice is tracked
  • Ensuring that debtors are controlled and debts collected
  • Drafting of minutes, resolutions and loan agreements

The ideal candidate will have at least 2 years’ experience in company and trust administration, be STEP/ICSA or equivalent and have a good knowledge of Microsoft Word, Excel and Outlook.

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