As a Junior Trust & Company Administrator, you will provide support to the Trust and Company teams in an administrative role. Reporting to Trust & Company Manager.
Accountabilities
- Processing new business documentation under instruction.
- Carrying out administration tasks to assigned deadlines.
- Scanning, filing, processing receipts and payments, preparation of letters, client invoicing.
- Assist with preparation and filing of statutory documents.
- Provide assistance to the team manager and colleagues in the administration of portfolios for HNW clients.
Skills required to undertake the role
- Excellent interpersonal and communication skills.
- Ability to grasp new concepts and apply new skills quickly.
- Ability to produce quality work to sometimes strict deadlines.
- Ability to work on own initiative.
Competencies
- Accurately and methodically complete detailed technical work as instructed.
- Self motivated with a structured approach to work.
- Identify and analyse problems by interpreting information available.
- A team player with ability to communicate with staff at all levels.