Trust Administrator

Our client is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals, and families across the world. They pride themselves on their expertise and experience, driven by a commitment to recruiting and retaining the brightest talents and fostering a culture where people can thrive. Their independence encourages an open environment where every voice is valued, and teamwork and collaboration are at the heart of their approach. Our client nurtures a workplace of openness and respect, ensuring that everyone feels valued. As a Trust Administrator, you will be responsible for the day-to-day running of a small portfolio of clients, which includes a mixture of trusts and companies, all under the guidance and supervision of a Senior Trust Administrator or Trust Supervisor. This is a full-time position.

Job Duties:

• Ensure that statutory records are kept up to date and accurately maintained at all times.
• Enter payments and identify receipts as required.
• Prepare minutes/resolutions of the Trustee/Board for routine matters.
• Assist with clearing any action points following the annual entity reviews.
• Liaise with respective departments regarding legal, accounting, and taxation matters.
• Communicate with clients and intermediaries both by telephone and in writing regarding non-complex matters.
• Carry out general administrative tasks related to the running of Trust and Company structures.
• Involvement in ad hoc project work of a non-complex nature.

Job Requirements:

• Educated to ‘A’ Level standard, or equivalent.
• A minimum of 2 years’ relevant experience managing a portfolio of clients.
• Willingness to study towards a relevant professional qualification, such as the STEP Certificate or Diploma.
• Strong written and verbal communication skills.
• Good problem-solving abilities.
• A good team player.
• Ability to work to deadlines with minimal supervision.

What You’ll Love:

Working with our client means being part of a team that is committed to core values such as inspiration, listening, trust, and collective success. You will have the opportunity to develop your career within a supportive environment, contributing to the well-being of clients while enhancing your professional skills. If you are looking to be part of an organisation that values its people and encourages growth and collaboration, this is the ideal role for you.

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