Our client, Quayport Trust are seeking a proactive, organised, and detail-oriented Trust Administrator / Officer to join their fiduciary services team.
The role involves supporting the administration of a diverse portfolio of Trust, Company, and Private Client relationships. This position offers a great opportunity for someone eager to develop their career in trust administration and contribute to the efficient delivery of client services.
You will work closely with senior administrators and management to ensure that all client matters are handled accurately, efficiently, and in line with regulatory requirements and company standards.
Key Responsibilities:
- Assist in the day-to-day administration of Trust, Company, and Private Client structures.
- Draft correspondence, minutes, and documentation for clients and internal records.
- Maintain and update client due diligence and statutory records.
- Ensure all client and company data is accurately recorded within the internal database and electronic filing systems.
- Liaise directly with clients, beneficiaries, settlors, investment managers, bankers, and professional advisors.
- Support senior team members in ensuring compliance with internal policies and regulatory requirements.
- Contribute to ongoing improvements in administrative processes and client service delivery.
Qualifications and Skills:
- Relevant professional qualification (STEP or equivalent).
- Excellent organisational and time management skills, with a strong attention to detail.
- Analytical mindset with the ability to identify and meet client needs effectively.
- Strong written and verbal communication skills.
- Confident working with Microsoft Office and database systems; familiarity with electronic filing and document management software is an advantage.
- A positive, can-do attitude with a willingness to learn and grow in a professional environment.
Desirable Experience:
- Minimum of 3 years’ experience within a Trust, Company, or Private Client administration role.
- Understanding of fiduciary structures and client service standards.
Key Attributes:
- Detail-Oriented: Ensures accuracy in documentation and record keeping.
- Proactive: Anticipates needs and takes initiative to support the wider team.
- Organised: Manages multiple tasks and deadlines efficiently.
- Collaborative: Works effectively with colleagues and external partners.
- Professional: Handles confidential matters with discretion and integrity.
- Motivated: Keen to develop professionally within the fiduciary sector.
Working Arrangements:
- Full-time position.
- Competitive salary commensurate with experience.
For further information about this role please email: [email protected]