Our client is seeking a skilled trust professional to join their established team on a permanent basis. This role is open to candidates at Senior Administrator to Officer level, depending on experience. You will be working with a range of high-net-worth individuals and their families, providing tailored trust and corporate services. The role will be adjusted to suit the candidate’s expertise, making it an excellent opportunity for career growth in a supportive, professional environment. Click here to read more
Job Duties:
- Build and maintain strong relationships with clients, understanding their objectives and responding promptly to requests
- Provide day-to-day bookkeeping for trusts and companies up to trial balance level
- Assist in the preparation of simple sets of accounts, with opportunities to develop skills in reviewing accounts
- Maintain accurate statutory records for a defined client portfolio
- Effectively prioritise tasks to meet deadlines and targets set by managers
- Undertake organisation and administration for a defined portfolio of clients
- Delegate tasks to junior staff, offering constructive feedback and guidance for improvement
- Review workloads with management to ensure smooth operations and meet financial targets
- Sign correspondence as a ‘C’ signatory, adhering to office policy on signing powers
- Support the production of accounts for a client portfolio, ensuring high-quality delivery
- Motivate team members, ensuring efficient and effective completion of tasks
- Attend relevant training courses to enhance technical knowledge and work towards trust qualifications
- Perform additional duties as requested by management
Job Requirements:
- Professional qualification in trust services (e.g., STEP or Chartered Governance Institute), or willingness to pursue qualifications
- Strong technical knowledge of trust administration and basic understanding of tax principles
- Excellent communication skills with the ability to develop effective client relationships
- Strong organisational and planning abilities, with attention to detail
- Collaborative and proactive approach to work, committed to best practice
- Ability to work independently, using initiative and managing priorities effectively
- Capability to meet deadlines and deliver tasks in a timely manner
What You’ll Love:
You will join a director-led, people-focused firm that prioritises your individual growth and development. As part of a progressive and inclusive team, you will have access to excellent benefits, including financial support for professional qualifications, flexible working arrangements, and a comprehensive health insurance package. The firm values a collaborative culture, offering opportunities to participate in green initiatives, social events, and charitable activities, making it a vibrant place to advance your career.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
