Senior Trust and Corporate Administrator

1 week ago


London, United Kingdom Agreus Limited Full time

We are exclusively assigned to a Senior Trust and Corporate Administrator position for an independently owned organisation that provides global bespoke professional services to private individuals, families and international corporate clients.

**The Role**:
To manage the day to day running of their own portfolio of clients which will contain a mixture of trusts and companies, dealing with a wide variety of arrangements which may be of a complex nature.

**Job Accountabilities**:

- The day to day running of own portfolio of clients. Tasks will involve;
- Ensuring that statutory records are kept up-to-date and are accurately always maintained
- Liaison with respective departments regarding accounting and taxation issues
- Liaison with clients and intermediaries both by telephone and in writing
- May assist more junior staff with queries/problems
- Assist with onboarding new clients
- Incorporation and set-up of new entities
- Bank payments
- Drafting of letters/minutes

**Minimum Education and Experience**:
Educated to 'A’ Level standard, or equivalent

A minimum of 2 years’ relevant experience during which own portfolio of clients has been managed

A relevant professional qualification i.e. STEP Certificate/Diploma



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