Our client is seeking a dedicated Trust Officer / Administrator, depending on experience, to join their Client Services team. This role involves providing general administration to a defined portfolio of clients, with support from other team members. The successful candidate will offer assistance to senior team members with day-to-day client administration and ad-hoc duties, ensuring smooth operations across the business. Click here to read more.
Job Duties:
- Administer a portfolio of clients efficiently and accurately.
- Support the Finance and Accounting team by uploading payments in a timely and accurate manner.
- Ensure bookkeeping is up to date, liaising with the Finance & Accounting team as needed.
- Set up and maintain statutory records and assist with the formation of limited companies and new trusts.
- Liaise with internal and external clients, third parties, and professional intermediaries.
- Ensure client information is up to date in the client database.
- Act as a responsible ‘B’ signatory and manage compliance activities.
- Assist with compliance and health and safety requirements, keeping up to date with policies and mandatory training.
- Attend relevant courses to develop knowledge as required by your Line Manager or Directors.
- Provide support in training and supervising junior members of the team (for Trust Officer level).
Job Requirements:
- Working towards or already holding a professional qualification relevant to the role (e.g. ICSA, STEP, CAT).
- 2+ years’ relevant experience for Trust Administrator, 5+ years’ experience for Trust Officer.
- Strong attention to detail, professionalism, and the ability to manage multiple tasks.
- Proficiency in using document management systems and Microsoft Office applications.
- Effective communication and the ability to work collaboratively with team members and external clients.
- Ability to act independently and prioritise tasks efficiently.
What You’ll Love:
Our client fosters a collaborative, inclusive environment where all team members are supported in their professional development. You will be part of a forward-thinking firm that values each individual’s contributions to its success. This role offers the opportunity to work in a dynamic and rewarding environment where innovation and teamwork drive progress.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
