Recruiting this role:
Nancy Storey
Tyne and Wear
Permanent / Full Time
The role
Reporting to a Trust Accounts Manager, you will provide general support to other members of the team. You can expect to be involved in a broad range of tasks which might include bank reconciliations, processing of outgoing electronic payments, preparation of trust accounts and tax returns for review, dealing with the day to day affairs of your client portfolio, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly. You’ll also assist other members of the team in the overall management of client affairs.
What are we looking for?
To be successful in this role you’ll need as a minimum: