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Trust Administrator

Our client is seeking an Administrator to join their trust and corporate services team. This is a fantastic opportunity for an entry-level candidate, including those with transferable financial experience, to develop a career in trust administration. The successful candidate will support high-net-worth individuals and their families by assisting with the administration of trusts and companies.

Job Duties:

  • Assisting in setting up and maintaining statutory records, including minutes and resolutions
  • Undertaking day-to-day bookkeeping for trusts and companies to trial balance
  • Liaising with bankers regarding remittances, deposit accounts, and investment transactions
  • Opening trust and company bank accounts
  • Liaising with brokers regarding investment transactions and settlement instructions
  • Assisting with the formation of limited companies and establishment of new trusts
  • Communicating with clients and associates via telephone and written correspondence
  • Ensuring timely completion of client review documentation
  • Maintaining accurate records in the firm's timekeeping system

Job Requirements:

  • Minimum of 5 GCSEs, including grade C or above in Maths and English
  • Strong communication skills with the ability to develop effective relationships
  • Excellent organisational skills and attention to detail
  • A proactive and professional approach with a commitment to best practice
  • Ability to work independently, use initiative, and prioritise workload effectively
  • Enthusiasm for learning and professional development, including studying towards a relevant qualification if desired
  • Proficiency in IT systems

What You’ll Love:

Our client fosters a supportive and inclusive working environment, recognising that people are their most valuable asset. You will benefit from excellent opportunities for professional growth, working in a firm that values integrity, enthusiasm, and collaboration. With a strong focus on personal and career development, this is a great opportunity to build a successful career in trust administration.

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