The role focuses on delivering prompt, high-quality service to clients while meeting targets and deadlines set by managers and reviewing work before submission. Responsibilities include maintaining accurate records, managing client information systems, and completing timekeeping and billing tasks. The role also requires developing communication skills, assisting with basic accounts and tax matters, and supporting managers with any additional duties as required.
The successful candidate will ideally have previous experience in a trust administration role and hold a CGI Certificate or STEP Certificate qualification. Get in touch if you are able to demonstrate a professional and proactive approach, strong attention to detail, and the ability to build and maintain effective working relationships at all levels.