Trust Administrator- Private Clients

Main Responsibilities

• Assist with administering trust structures
• Assist with conducting Trust Reviews, investment reviews, and ongoing-transaction monitoring 
• Assist with review and reconciliation of bank statements
• Assist with billing and collection of receivables
• Ensures accuracy and detail of trust records, the trust file and client database.
• Attends to all incoming correspondence within 3 working days.
• Assist with client needs and preparation of meetings, as required
• Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries.
• Takes an active role in personal development and company development.

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