Trust Client Administrator / Officer

Our client is seeking a Client Administrator to join their team in providing high-quality administration services for a portfolio of Trust, Company, and Private Client relationships. This full-time role focuses on ensuring that clients receive excellent service while maintaining the efficiency and profitability of the portfolio. The position offers flexibility, with part-time or flexible hours available based on discussion. Click here to read more.

Job Duties:
 

• Assist in the administration of Trust, Company, and Private Client relationships.
• Draft Trust and Company minutes, along with correspondence to clients.
• Maintain and update client due diligence records.
• Record information on databases, including electronic filing.
• Liaise with settlors, beneficiaries, investment managers, bankers, lawyers, and other professionals.

Job Requirements:
 

• 2-3 years of experience in a Trust Administration role, or strong office admin experience with an interest in Trust Admin.
• Excellent time management and organisational skills.
• Superb analytical skills and an ability to anticipate client needs.
• Proficiency with IT systems, including electronic filing and database management.
• No formal qualifications required, but willingness to work towards professional certifications is essential.

What You’ll Love:

You’ll join an established company with a rich history of delivering high-quality Trust and Company administration services. This role offers the opportunity to work closely with high net worth private clients, providing diverse services across multiple jurisdictions. You’ll also benefit from the option of flexible working hours and a competitive salary and benefits package. We look forward to receiving your application and discussing how you can contribute to the team.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here