Job Description
- Maintain accurate and up-to-date client records, including trust deeds, asset information, and correspondence
- Assist with the preparation of trust accounts, including the calculation of income, capital, and distributions
- Coordinate with internal and external stakeholders, such as trustees, beneficiaries, and professional advisors, to ensure the timely and accurate processing of trust-related activities
- Provide support in the preparation of trust-related documentation, including deeds, letters, and reports
- Contribute to the implementation and maintenance of trust administration processes and procedures to ensure compliance with regulatory requirements
- Participate in client meetings and presentations as needed, demonstrating a strong understanding of trust administration
- Continuously develop your knowledge and skills in trust administration, staying up-to-date with industry trends and best practices