Our Client is looking for a Trust and Company Administrator to provide support to their Client Relationship Managers.
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The candidate will have the confidence and the experience to deal directly with their Clients and Client advisers e.g. Investment Advisers, Property
Agents, Lawyers etc.
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Candidates may have had a portfolio of their own clients in their previous employment or be in a support role, reporting directly to management.
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Role:
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To assist Client Relationship Managers with Bank, Property, Investments and other administration on their clients and as far as practical to ensure that the routine client administration tasks, eg payments, opening of bank accounts etc are undertaken by back office staff.
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Experience:
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5 years experience within a similar role Must have a solid CSP background (not a Banking or Life company background) Must have a good working knowledge of companies and trusts.