Our client is seeking a Senior Trust and Company Administrator to manage a small portfolio of trusts, companies, foundations, and limited partnerships. This full-time position involves administering trusts and other structures while ensuring compliance with legal and regulatory standards. The successful candidate will report to the Trust Manager. Click here to read more.
Job Duties:
- Process client requests for information promptly and accurately.
- Action payments and distributions for client entities.
- Review and understand investments for client entities, ensuring documentation is completed and followed up.
- Maintain up-to-date accounting records and liaise with the Finance Department as needed.
- Prepare asset statements, loan agreements, and minutes, ensuring client files are maintained in an organised manner.
- Maintain a diary of actions for client entities, ensuring compliance and due diligence.
- Attend client and service provider meetings, record actions, and follow up as required.
- Provide guidance to junior team members and in-house training to colleagues.
- Undertake project work and file reviews as required.
- Review bank statements and monetary movements to ensure compliance with AML policies.
- Assist with new business enquiries and collate documents for the new business forum.
- Liaise with the legal department and compliance team to ensure regulatory standards are met.
- Record all time spent on client entities and assist with fee collection.
- Contribute to the team’s efforts to meet departmental standards and targets.
- Take responsibility for personal development in line with performance appraisal objectives.
Job Requirements:
- Minimum of 5 GCSEs, including English Language and Mathematics (Grade C or above).
- STEP or ICSA qualifications (certificate or diploma) or part-qualified.
- Minimum of 5 years’ experience as a Trust Administrator or in a similar role.
- Experience with retirement structures.
- Strong working knowledge of Microsoft Word, Excel, and email systems.
- Familiarity with manual and electronic client recording systems.
- Thorough understanding of compliance, KYC requirements, and anti-money laundering regulations.
What You’ll Love:
This role offers the opportunity to work with a variety of clients in a supportive and dynamic environment. You will be part of a professional team, providing high-quality service to clients while developing your own skills and knowledge. If you are proactive, organised, and have a passion for trust administration, this position will allow you to grow within the company and take on new challenges.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
