Trust Administration Assistant - Growth & Compliance Focus

GOV; United Kingdom; On-site; GBP 21,000 - 32,000; Full time

Job summary

Praxis Group is seeking an Assistant Trust Administrator to support the day-to-day running of a portfolio of clients consisting of trusts and companies. You will work under the guidance of a Senior Trust Administrator and help with a variety of tasks across statutory work, payments, minutes, and entity reviews.

Role includes liaising with departments on legal, accounting and taxation matters and assisting with noncomplex client matters.

Qualifications

• Educated to A Level standard or equivalent.
• Willingness to study towards STEP Certificate/Diploma.

Responsibilities

• Statutory work - ensuring statutory records are kept up to date and are accurately maintained at all times
• Entering payments and identify receipts as required
• Preparation of minutes/resolutions of the Trustee / Board for routine matters
• Entity reviews - to assist with clearing any action points following the annual reviews
• Liaison with our respective departments regarding legal, accounting and taxation matters
• Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a noncomplex nature
• General administrative tasks relating to the running of Trust and Company structures
• Ad hoc project work of a non complex nature

Education

A Levels or equivalent

Job description

Praxis Group is seeking an Assistant Trust Administrator to support the day-to-day running of a portfolio of clients consisting of trusts and companies. You will work under the guidance of a Senior Trust Administrator and help with a variety of tasks across statutory work, payments, minutes, and entity reviews.

Role includes liaising with departments on legal, accounting and taxation matters and assisting with noncomplex client matters.