Our client is seeking a Senior Trust Administrator to join their private client team on a part-time, permanent basis, working 20–25 hours per week. The role involves assisting with the administration of a varied portfolio of trusts and companies, ensuring high standards of client service and compliance with internal procedures.
Job Duties:
- Assist with day-to-day administration of private client structures, ensuring tasks are completed within required timeframes
- Input payments, prepare supporting checklists and documentation, and ensure timely authorisation
- Liaise with intermediaries and respond to a range of queries and project-based requests
- Review trust and company minutes and documents, liaising with the company secretarial team as needed
- Prepare high-quality documentation, including account opening forms, due diligence packs, and relevant checklists
- Support client onboarding processes, including form completion and coordination with internal teams
- Communicate professionally via email, telephone, and face-to-face meetings
- Assist with monthly and quarterly reporting as well as FATCA/CRS obligations
- Meet chargeability, WIP, recoverability, and debtor targets within set deadlines
- Apply internal risk management procedures and ensure compliance with company policies and procedures
- Ensure accurate and timely time sheet completion
- Carry out onboarding and exit procedures for clients
- Complete annual CPD requirements
- Perform any other reasonable duties as required
Job Requirements:
- 3–5 years’ experience in a private client trust and company administration environment
- Excellent client service mindset with strong attention to detail
- High level of tact, diplomacy and confidentiality
- Strong analytical, organisational, and administrative skills
- Effective written and verbal communication abilities
- Proficiency in Microsoft Office, particularly Word, Excel and Access
- Ability to manage workload independently and work under pressure
- Awareness of decision-making limits and sound risk awareness
- Flexible, proactive, and collaborative team player
What You’ll Love:
Our client offers a supportive and flexible working environment, where quality of service and employee development are key priorities. With a strong focus on professionalism and teamwork, they provide the opportunity to work with a diverse portfolio of high-value clients while maintaining a positive work-life balance.
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