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Trust and Company Administrator
Job in
Douglas, Cumbria, Cumbria County, England, UK
Listed on 2026-10-14
Listing for:
Searchandselect
Full Time
position Listed on 2026-10-14
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Our client seeks a Trust and Company Administrator to join their growing team.
Key Responsibilities:- To assist on a portfolio of clients to ensure they receive a high standard of services at all times;
- To carry out occasional adhoc fiduciary services assignments at the reasonable request of senior staff and directors, including telephone and reception cover as and when needed;
- Responsible for the preparation of annual returns, including; sign off, filing of and forwarding to administrators and clients;
- Assist on a Portfolio of Clients;
- Where we maintain client accounting records to update clients' banking records on a regular basis and reconcile clients' bank statements to our banking records on a regular basis;
- Arrange telegraphic transfer instructions when advised to do so bearing in mind at all times the relevant AML criteria and procedures;
- Ensure clients' statutory records and minute books are properly maintained and that all appropriate filings including tax are made at the appropriate time;
- Update database timeously with any statutory changes to client records;
Skills and Experience:
- A minimum of 2 A levels & 5 GCSEs at grade C and above;
- Ideally you will have some experience of working within a similar role, or within the financial Services industry;
- Ability to work to a high level of accuracy and attention to detail;
- Excellent communication skills both written and verbal;
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