Respond positively and promptly to client demands and provide consistent, high quality service to clients.
Meet targets and objectives set by Managers and have an understanding of the consequences associated with missing deadlines.
Review all work before handover to the Manager.
Seek feedback from others regarding own performance and with manager assistance produce SMART objectives following one-to-one meetings.
Attend agreed relevant courses to improve technical knowledge and complete relevant trust qualification.
Respond positively to requests for help and support in the team and share existing knowledge and skills for the benefit of the team.
Ensure proper completion of all documentation under the flexi-sheet and APS timekeeping systems.
Ensure that all office and departmental procedures are adhered to.
Set up and maintain statutory records including minutes of directors and shareholders meetings and trustee resolutions for a defined portfolio of clients and assist senior staff in maintain other records as necessary.
Have a good working knowledge of the computer system and ensure that all necessary client information is contained in the database and up dated as requested.
Be competent in day to day bookkeeping for companies and trusts to trial balance. With training and experience become involved in dealing with basic accounts.
Liaise with bankers over remittance of money, deposit accounts and investment transactions.
Open/close trust and company bank accounts.
Liaise with brokers over investment transactions and settlement instructions.
Have a working knowledge and with tuition and practice, become competent in the formation of limited companies and setting up of new trusts.
Complete billing forms as necessary.
Develop good communications skills, liaising regularly where appropriate with clients and associates by telephone and written correspondence.
Adhere to compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
Produce a simple set of accounts with assistance.
Demonstrate basic tax knowledge.
The ability to discuss technical matters with seniors.
Any other relevant duties as requested by your Manager.