Duties, Responsibilities and Tasks
An entry level position, the post holder will shadow qualified and experienced colleagues and begin to assist with basic client administration and operations of a portfolio of trust and company clients.
The role is varied and will include general administrative aspects of entity administration such as:
• setting up and maintaining client and entity records
• maintaining statutory records (both electronic and paper-based)
• preparing Board minutes, corporate authorities & shareholder resolutions
• drafting bank instructions and related workflows
• drafting statutory returns
• invoicing client entities, bookkeeping and maintaining financial records
• Assisting with client reporting including drafting responses to queries and information requests received from underlying clients, beneficiaries, settlors and advisors
• Preparing for internal and external meetings
• Contributing to the ongoing development of the Company by assisting with the enhancement and testing of precedent documents, policies, procedures and best practice
• Ensuring adherence to statutory, regulatory and best practice requirements and guidelines in connection with Trust and Company administration pursuant to Albany's policies and procedures
• Providing such assistance as may be required from time to time to ensure the efficient running of the Company's office, the administration needs of clients are serviced in a timely and efficient manner and regulatory standards and best practice are met and adhered to.
For a full job description and to apply please see attached or visit www.albanytrustee.com or email