Administrator (Private Wealth)

Added
5 hours ago
Type
Full time
Salary
Salary not provided

Related skills

financial services microsoft office client services administration trust management

๐Ÿ“‹ Description

  • 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

๐ŸŽฏ Requirements

  • Currently holding the Foundation Certificate in International Trust Management would be a benefit
  • Good organizational skills and the ability to prioritise workload
  • Possesses good organizational skills
  • Proficient in the use of Microsoft Office suite of programs, specifically MS Word with Viewpoint
  • Strong written and oral communication skills
  • The ability to deal effectively and courteously with clients, attorneys and colleagues, and
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