For someone looking to establish a long-term career within the fiduciary sector, this role offers a strong foundation within a supportive and collaborative team environment. You'll assist with a varied portfolio of clients while developing practical administration and client service skills.
Duties for this role include, but are not limited to:
- Assisting with the day-to-day administration of trust and company structures.
- Maintaining statutory records and ensuring they remain accurate and up to date.
- Processing payments and identifying receipts.
- Preparing routine trustee and board minutes and resolutions.
- Assisting with entity reviews and the completion of action points.
- Liaising with internal departments regarding legal, accounting and taxation matters.
- Communicating with clients and intermediaries regarding routine matters.
- Supporting the administration of client structures and maintaini...