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Annual Review Administrator |
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Do you have at least 18 months experience in Trust and understand the regulatory requirements in which they operate?
Responsibilities:To provide a quality internal review service to a diverse portfolio of corporate and trust clients in order to ensure that business is compliant with internal and external business requirements. Ensure that the accounts are administered in accordance with the trust deed and administration agreements. Accurately, and in the timescale given, complete annual reviews by researching client files, records and documentation and ensure correctness of internal records and procedures in particular 4-Series and GTE trust masters. Protect, promote and enhance the companies reputation. Promote teamwork. Ensure that all members of the team are encouraged to co-operate internally and externally in pursuit of business goals. Authorise cash payments and transfers in accordance with procedures for ‘B’ Signatory. Or call Sarah on (01534) 83 24 63 Alternatively send your CV to
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