Our client is seeking a dedicated Trust Administrator/Officer to manage a portfolio of private clients, companies, and trust structures. This role will involve direct responsibility for the financial and administrative tasks associated with each client account, including maintaining accurate financial records, reconciling bank accounts, drafting essential documentation, and handling client communications. The Trust Administrator/Officer will ensure that client funds are managed efficiently, with meticulous attention to detail, and build strong client relationships through effective communication and prompt execution of instructions. Click here to read more
Job Duties:
- Administer trust, company, and private client relationships in line with the terms of the Trust Deed and other relevant agreements.
- Draft trust and company minutes, as well as resolutions.
- Handle correspondence with clients, banks, lawyers, accountants, and other professional advisors using professional language and accuracy.
- Liaise with service providers, including bankers and investment managers, to ensure effective daily administration.
- Prepare bank account opening forms and investment documents (e.g., subscription forms), noting restrictions, risk profiles, anticipated returns, and benchmarks.
- Facilitate the incorporation and termination of companies, following proper protocols.
- Demonstrate an understanding of the structure and purpose of corporate entities and trusts for the benefit of clients.
- Maintain strict confidentiality regarding client information and interactions.
- Carry out additional administrative tasks as required to support the team and clients.
Job Requirements:
- Part-qualified in a relevant professional qualification, such as STEP.
- Previous experience in an administrative role within financial services or a related field.
- Strong time management and organisational skills with the ability to handle multiple tasks effectively.
- Excellent verbal and written communication skills for professional correspondence.
- Strong interpersonal skills, comfortable engaging with clients, colleagues, and service providers.
- Proficiency with IT systems, including electronic filing and flexible databases.
What You’ll Love:
This role offers a competitive remuneration package, healthcare, pension scheme, and excellent career development opportunities. You’ll join a supportive and inclusive team culture within an ethical organisation that values diversity. If you are a proactive communicator who enjoys working within a dynamic and collaborative environment, we look forward to receiving your application.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
