If so, we’re recruiting for an experienced administrator to join the team.
We’re looking for a full-time Administrator to assist in all aspects of administration work relating to our successful trust business. You will be part of an expanding team based onsite at Ferndown Industrial Estate ensuring all administrative processes are embedded and standards maintained.
Facilitating the smooth transaction of business via the processing of applications and documents, dealing with day-to-day client and provider enquiries, provide prompt and high quality service to clients over the phone, email and via post. General administration assistance such as managing and inputting financial data, drafting letters, taking minutes for meetings and assisting with arranging documents covering new business and client accounts.
- Proven strong administrative skills, including good knowledge of Microsoft Excel and Word
- A high level of accuracy and meticulous attention to detail
- Excellent organisational skills with the ability to prioritise and multitask
- Professional communication manner, both written and verbally
This is a full-time permanent job which is office-based, working 9am to 5pm Monday to Friday.
WAY Trustees Limited is unique.
We are an independent provider of trust based wealth preservation planning and management solutions, providing the most robust and yet flexible family asset protection, specifically created with family wealth preservation in mind to ensure the security of inter-generational wealth for families across the UK.
Headquartered in Wimborne Dorset, WAY Trustees offer a professional service, exclusively focused on creating trusts and managing family wealth for people wishing to protect their assets from potential dynamic family changes. WAY Trustees is part of the well-respected WAY Group that reached its 25th anniversary in 2021 and have been responsible for over 1200 individual trusts containing assets of almost £200 million in recent years.