Company and Trust Administrator

• Take responsibility for a portfolio of client entities with support from the Head of Private
• Clients and the wider Private Client Team;
• Support senior members of the team, with oversight from the Head of Private Clients;
• Send out and settle invoices as appropriate and in a timely matter, and keep on top of
• debtors as a priority;
• Ensure all statutory filings are made within required timescales for all entities noted on
• client list, and all statutory books are kept up to date;
• Complete any ad-hoc projects delegated within given timescales;
• Ensure all emails received are responded to within 24 hours
• Ensure all systems are up to date in respect of all entities assigned to client list
• Record all time on Iris in a timely manner, making sure all records are up to date by the
• end of each quarter;
• Keeping the Head of Private Clients, company directors and trustees continuously updated
• on all relevant client matters;
• Undertake all necessary training to make sure the appropriate annual amount of CPD is
• adhered to
• At all times act in accordance with the Financial Services Rule Book and other relevant
• regulations including, but not limited to AML/CFT/ABC and Data Protection;

• You will be educated to A Level standard.
• 5 GCSEs at grade C or above including Maths and English
• Ideally you will have previous office experience
• Good communication skills
• Knowledge of Microsoft office and all its functions.
• Willingness to study

Your specialist: Debbie Amankwa

Quote job ref: 12852

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.

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