Job Description

Job Summary

To assist with the day to day running of a portfolio of clients which will contain a mixture of trusts and companies dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.

Job Accountabilities

Day to day duties will include:

  • Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
  • Entering payments and identify receipts as required
  • Preparation of minutes/resolutions of the Trustee / Board for routine matters
  • Entity reviews – to assist with clearing any action points following the annual reviews
  • Liaison with our respective departments regarding legal, accounting and taxation matters
  • Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a non-complex nature
  • General administrative tasks relating to the ru...

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