Private Client Administrator
My duties involved: Setting up trust and estate accounts on Excel, inputting all relevant figures, balancing to ledger and reconciling.In charge of updating HMRC trust portal, liaising with clients regarding any updates required and monitoring progress.Devising manuals for HMRC trust portal and wrote booklet on emergence of digital assets in private client work.Interacting with clients and organisations professionally by phone, letter, email and in-person to deliver accurate service information and address daily enquiries and incoming correspondence to maintain timely responses.Producing high-quality documents and spreadsheets for internal and client needs.