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Senior Trust & Company Administrator

Our client is seeking a Senior Trust and Company Administrator to join their busy team, providing exceptional service to private clients. The role is suited to a STEP or ICSA-qualified professional with strong written and verbal communication skills, alongside a high level of accuracy and attention to detail. The successful candidate will be responsible for a broad range of administrative tasks related to trusts and companies, ensuring compliance and effective client service.

Job Duties:

  • Maintain bookkeeping records for client entities.
  • Manage the general administration of a portfolio of trusts and companies.
  • Prepare statutory documentation, including minutes, agreements, and trust instruments.
  • Liaise with clients, intermediaries, and financial institutions.
  • Oversee the purchase and sale of various investments and assets, including properties.
  • Process payments, distributions, invoices, and investments.
  • Ensure client due diligence (CDD) records remain up to date.
  • Review client reports and ensure compliance with regulatory requirements.

Job Requirements:

  • Minimum of 5 years' experience in trust and company administration.
  • STEP or ICSA qualification.
  • Strong verbal and written communication skills.
  • Excellent attention to detail and organisational skills.
  • Ability to work independently, prioritise workload, and solve problems effectively.
  • Strong teamwork and collaboration skills.
  • Willingness to adapt to new regulations and industry developments.

What You’ll Love:

Our client is a well-established provider of financial and fiduciary services, offering exposure to a diverse range of wealth management solutions. This role provides an excellent opportunity to develop within a supportive and professional environment, with a focus on continuous learning and career growth.

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