Abacus is looking for a person with excellent interpersonal and communication skills who can provide administrative support to the trust and company teams.
Duties will include:
- Processing new business documentation under instruction
- Carrying out administration tasks to deadlines
- Scanning, filing, processing receipts and payments, preparation of letters and client invoicing
- Assist with the preparation and filing of statutory documents
- Help the team manager and colleagues in the administration of portfolios for high-net-worth clients.
Skills & competencies required to undertake the role:
- Capacity to grasp new concepts and apply new skills quickly
- Ability to produce quality work to sometimes strict deadlines
- Can work on own initiative
- Accurately and methodically complete detailed technical work as instructed
- Self-motivated with a structured approach to work
- Identify and analyse problems by interpreting information available
- A team player with ability to communicate with staff at all levels.
Experience & qualifications:
- Educated to A Level and/or Degree
- Previous relevant office experience
- A willingness to progress and undertake a relevant professional qualification ie STEP/Governance Institute.
