This role is designed for an enthusiastic and highly organised trust professional who is eager to work within a dynamic Family Office Team. The Trust Administrator will be responsible for providing excellent service to Ultra-High-Net-Worth clients with a strong focus on a client-centric and solution-driven approach. The position involves a variety of duties including the maintenance of client information, completion of day-to-day bookkeeping tasks, and assisting in the management of bank accounts. This is a full-time position that offers opportunities for growth and professional development in a collaborative and supportive environment.
Job Duties:
- Assist with the set-up and maintenance of client information in the database and statutory records, including minutes of directors' and shareholders' meetings.
- Handle day-to-day bookkeeping for companies and trusts up to trial balance, encompassing monthly reconciliations and statement downloads.
- Support the opening and closing of entity bank accounts and review incoming funds, liaising with bankers as necessary.
- Prepare emails for senior team members, manage telephone messages, and conduct callbacks as required.
- Develop an understanding of the firm’s policies and procedures and their relevance to daily operations.
- Maintain the client information database and statutory records accurately.
- Prepare routine investment review minutes and liaise with investment advisors and brokers as needed.
- Complete timekeeping in accordance with company expectations and work towards set utilisation targets.
Job Requirements:
- Successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, including English and Maths.
- Effective and confident communication skills, with the ability to engage with a variety of individuals.
- Capability to organise work schedules over the short term, with support when necessary.
- Ability to work to specified standards and service levels, proposing solutions for straightforward daily challenges.
- Show evidence of a positive and committed approach to teamwork, recognising the importance of collaboration in delivering outstanding client service.
What You’ll Love:
This role offers the chance to play a key part in the firm’s commitment to excellence. The organisation values its people as its most valuable assets and provides a supportive environment, fostering personal and professional development. There are numerous initiatives aimed at promoting well-being and a strong sense of belonging within the team. The company’s dedication to equality, diversity, and inclusion means that every individual is respected and valued. You will be part of an exceptional team where potential meets personal growth.
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