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Trust Administrator, EBTs & Pensions Team

Ref: 31386

Our client is seeking a motivated individual to join their company as a Trust Administrator for their EBTs and Pensions team. This full-time role provides excellent training opportunities in administering a variety of trust structures, including employee share schemes, pension schemes, and deferred compensation schemes. The successful candidate will receive on-the-job training, with potential for further studies (e.g. ICSA/STEP). Click here to read more.

Job Duties: 

  • Support trust officers in administering daily activities for various entity types
  • Prepare transaction paperwork such as trust resolutions and investment instructions
  • Assist with preparation of trustee meeting packs and updating schedules
  • Manage general filing, archiving, and scanning tasks for the team
  • Input static data updates using NAVOne system
  • Assist in the billing cycle by preparing monthly billing packs, sending invoices, and debtor chasing
  • Provide general administrative support, including assisting with FATCA/CRS reporting and KYC reviews
  • Help with internal projects and administrative reviews within the team
  • Adhere to all regulatory and company policies, ensuring high standards are maintained


Job Requirements: 

  • Good numeracy and literacy skills
  • Strong communication and relationship-building skills
  • Knowledge of Microsoft Office applications (Word, Excel, Outlook)
  • Attention to detail and accuracy in tasks
  • Ability to manage conflicting demands under pressure
  • Previous experience in an office environment is advantageous
  • Client-focused and able to work well within a team


What You’ll Love:

You will have the opportunity to join an inclusive and innovative workplace, where collaboration and respect are valued. Our client offers a supportive environment that encourages professional growth and development. They take pride in providing tailored services to their clients, ensuring long-term client relationships built on trust and expertise.

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