Assistant Administrator – Private Client

Job Description

We have a new opportunity for an Assistant Administrator to join an awarding-winning global provider of trust, administration and fiduciary services.

 

Key duties will include:

  • To administer a portfolio of families, including more complex, demanding or high risk cases
  • Keep abreast of industry developments
  • To ensure the tax status of clients is observed with the timely completion of tax returns and the payment of any notified tax liability
  • To deal with incoming correspondence expeditiously
  • To prepare detailed attendance notes of any telephone communication and circulate to relevant members of staff

 

More information about this role is available upon request – contact the team today for further details.