Our client, St Peters Trust are looking for a Junior Trust Client Administrator/Officer to provide a consistently high-quality service in the daily administration of a portfolio of Trust and Companies for high net worth private client individuals.
The successful candidate will have a minimum of 2 years’ experience in a Trust Admin role, or a high level of office admin experience in another environment with a keen interest in developing into trust admin.
Main Duties & Responsibilities
- Assist in the administration of Trust, Company and other Private Client relationships
- Draft Trust and Company minutes and correspondence to clients
- Maintain and update client due diligence
- Record information on database to include electronic filing
- Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionals
Key Skills & Experience required
- Excellent time and organisational skills, superb analytical skills and an innate ability to know what the client wants
- 2-3 years’ experience within a Trust/Admin role
- No qualification needed but should be willing to work towards one
- Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system
St Peters Trust are advertising this position as a part-time role offering flexible hours, with salary and a competitive benefits package pro-rata’d accordingly.
For further information about this role please email: [email protected]