Our client is seeking a Senior Trust and Company Administrator to manage a portfolio of trust and company structures, handling a diverse range of client needs. Reporting directly to the Fiduciary Services Director, the role involves day-to-day administration, compliance management, and client relationship management. The successful candidate will act as a director on client structures, either personally or through appointment to the board of the in-house Corporate Director company. This role requires adherence to fiduciary policies, legal and regulatory guidelines, as well as assisting in preventing money laundering and the financing of terrorism.
Job Duties:
- Serve as a director on client entities and in-house Corporate Director company
- Build and maintain strong relationships with clients, intermediaries, and agents
- Assist in setting up new structures and liaise with clients and their advisors
- Manage the day-to-day administration of a portfolio of trusts and companies
- Prepare minutes, payment instructions, and maintain communication with internal and external bankers
- Review company and trust accounts in liaison with client accountants
- Assist in compliance, ensuring structures meet legal and regulatory requirements
- Conduct risk assessments and ensure compliance with internal policies and procedures
- Identify business development opportunities and support marketing initiatives
Job Requirements:
- STEP Qualified or equivalent qualification
- At least 5 years’ experience in the fiduciary industry, with senior administration and client management experience
- Strong understanding of trust and company law, fiduciary responsibilities, and corporate compliance
- Ability to work independently, demonstrating initiative and leadership
- Excellent communication skills and ability to meet deadlines
- Proficient in technology used for trust administration
What You’ll Love:
You’ll be part of a respected organisation in the fiduciary services sector, working in a dynamic environment that offers personal growth and development. This role provides the opportunity to build strong client relationships, take ownership of a portfolio, and contribute to the success of the business.
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