Jobs

Trust Administrator

Our client seeks a Trust Administrator to ensure that a consistently high quality service is delivered in the daily administration of a portfolio of Trust, Company and Private Client relationships while also ensuring efficiency and profitability thereof.

Main duties and 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

Professional qualifications and experience

  • 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.

IT skills

Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system

Benefits

  • Discretionary bonus scheme
  • Private medical cover
  • Permanent health insurance
  • Life assurance
  • Financial support for training
  • Study leave
  • Payment of relevant professional subscriptions
  • Maternity/paternity leave
  • Long service awards
  • Subsidised social events

This form collects your name, telephone number, email address and CV so that we can communicate with you. By submitting this form, you are agreeing to our Privacy Policy.

Share this job
View all jobs