Administrator

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View: 103

Update day: 13-05-2024

Location: Leamington West Midlands

Category: IT - Software

Industry: Software Development

Position: Mid-Senior level

Job type: Full-time

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Job content

Trust Management Administrator

Salary £21,000 + (DEPENDING ON EXPERIENCE)

Monday to Friday 9am - 5pm

Leamington Spa

Within this role you will work with a growing and busy team of administrators responsible for ensuring Trust records are kept up to date for the thousands of private Family Trusts we act as a Trustee on

Day To Day Duties
  • You will Lodge Deeds of Assignment and Nominations with the relevant providers.
  • You will review files and chase for outstanding information where required.
  • Monitoring the team inbox and responding where possible or ensuring that this is tasked to the relevant individual or team.
  • Carrying out checks on files and documents and integrating legacy systems into our new in-house systems.
  • Drafting legal documents and correspondence with support from our Estate Planning Team.
  • Arranging and allocating payments from and to trusts.
About You
  • Customer service focused
  • Excellent Admin, IT, and organisational skills.
  • Excellent attention to detail.
  • You will need to be conscientious with excellent attention to detail
  • Strong communicator, confident on the phone and clear when writing emails.
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Deadline: 27-06-2024

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