Trust Administrative Assistant

Job Title: Trust Administrative Assistant

Department: Trust

Location: London

Contract Type: Perm

The Role

To provide administrative support to Managers and Directors of Rathbones Trust Company Limited to provide first class services to a portfolio of high-net-worth families and trust structures.

Outcomes of the Role

• Scanning, filing and allocation of incoming post.
• Diary/Email management for Managers/Directors.
• Handling travel & expense requests.
• Processing client payments.
• Handling charitable grant requests and keeping grants database up to date.
• Attendance at client meetings and minute taking.
• Providing cover during periods of absence.
• Handling client and internal queries (telephone/email) in a professional manner.
• Scanning company documentation and filing within CCH systems.
• Data entry within CCH.
• Internal form completion – new clients, closures.
• Safe records.
• Peer review preparation.
• Billing.
• Other administrative tasks as required by the team.

Knowledge, Skills and Experience

• Strong communication skills.
• Highly organised with excellent time management.
• Proactive approach.
• Maintaining excellent accuracy/attention to detail at all times including whilst under pressure
• Ability to work using own initiative as well as part of a team.
• Minimum A Levels or equivalent – Diploma, HNC, HND etc
• Previous volume administration experience in a regulated environment – financial services, accountancy, legal, banking.
• Strong IT skills, proficient in MS Office applications, CCH experience useful.

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