RESPONSIBILITIES

The main duties of this role will include but not be limited to the following:

• Go into Statutory Annual Reviews database to locate review to be started
  Complete the annual review check list.
  Review the company minute book
  Review and print various reports on CHS
  Ensure CAG copies of Minutes/Resolutions match those contained in the minute book
  Research  and familiarisation of law of jurisdictions regarding particular queries
  Investigating review queries
  Assign to statutory the company review queries to be actioned.
  Update or arrange for CHS to be  updated when necessary
  Communicate  with the client services team, when necessary
  Check data on the safe custody database
  Check data on the annual returns and tax database
  Check data on UK companies house website
  Ensure the tasks assigned have been completed

RESPONSIBILITIES - TRUST REVIEWS

• Go into Statutory Annual Reviews database to locate review to be started
  Complete Trust Review form
  Review Trust permanent file (PAF)
  Ensure CAG copies of Minutes/Resolutions match those contained in the PAF file
  Locate missing Minutes/Resolutions
  Print off Trust Control Report from CHS and ensure details are correct
  Print off Safe Custody details
  Check Ten year Anniversary Analysis
  Check Diary reminder database
  Communicate with the client services team, when necessary
  Ask for CHS changes to be made, when necessary
  Ensure CHS changes have been made correctly
  Get any Minutes/Resolutions changed, when necessary

KNOWLEDGE AND SKILLS REQUIRED

• Basic knowledge of trusts and companies
  Ability to interpret trust and company documentation
  Ability to interpret the relevant regulatory requirements of foreign jurisdictions
  High level of accuracy and attention to detail
  Ability to organise and work well under pressure
  To plan and co-ordinate tasks in order of priority to meet deadlines
  

APPLY HERE

Quote reference 2039

Or call Loraine on 01534 832463.  Alternatively email your CV to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it