Our client is looking to recruit an Assistant Trust Officer, to provide assistance to trust teams and their clients in respect of administration of trust and companies.  This is a trainee role, an excellent opportunity for someone as the company has a reputation as an exceptional place to work.

KEY RESPONSIBILITIES:

• Preparation of relevant documentation for bank transfers, lodgement/release of instruments placed with banks for safekeeping, emails and fees
• Preparation of minutes of statutory and other meetings as advised by trust officers and senior trust officers
• Preparation of relevant documentation for change in client circumstances (e.g., Registered Office, Shareholders, Directors, Secretary etc)
• Filing of documents in accordance with laid down procedures outlined in the Procedures Manuals
• Preparation of application forms for bank and investment accounts and other forms required for client companies and trusts
• Advising trust officers of deficiencies in statutory records
• Preparation of urgent documentation in the event of the non-availability of the Trust Secretary
• Various computer input tasks as delegated
• Liaison with accounts clerks to ensure that they receive all relevant documents to enable the proper maintenance of accounting records and annual accounts to be prepared

QUALIFICATIONS AND EXPERIENCE:

• Willingness to study for professional qualifications

SKILLS & ATTRIBUTES:

• Must be a self-starter and confident working on their own initiative
• Excellent administrative, planning, organisational and time management skills
• Competency in Microsoft Office. Training will be provided for other in-house packages as required
• Have exceptional interpersonal skills and a client-centered approach
• Attention to detail
• Ability to work effectively both independently and as part of a team
• Excellent interpersonal skills and ability to communicate effectively with clients and colleagues at all levels
• Strong time management and organisational skills with an ability to meet deadlines