Our client is looking for a Trust Administrator to play a vital role in the administration of a range of trusts and related client structures. In this full-time position, you will provide exceptional service to clients, intermediaries, and stakeholders while ensuring compliance with relevant regulations. Your responsibilities will include managing client portfolios, preparing necessary documentation, and assisting with onboarding new clients. You will also coordinate with external service providers and stay updated on legislative changes, all while contributing to a collaborative team environment.
Job Duties:
Manage the administration of a portfolio of trusts, ensuring accurate processing of tasks and compliance with regulatory requirements.
Act as the primary point of contact for clients, answering inquiries and providing professional assistance.
Prepare and maintain vital records, including minutes, resolutions, and other necessary documentation.
Assist in onboarding new clients by conducting due diligence checks and ensuring comprehensive documentation is gathered.
Coordinate with external service providers, including legal advisors, banks, and investment managers, to facilitate the smooth operation of client structures.
Stay informed about changes in legislation and regulatory requirements, offering timely advice to clients and colleagues.
Job Requirements:
Strong written and verbal communication skills.
Excellent client focus and a commitment to maintaining confidentiality and adhering to GDPR requirements.
Attention to detail and the ability to prioritise tasks effectively to meet deadlines.
A professional attitude with a strong sense of responsibility and teamwork.
ICSA or STEP qualification or another trust industry-recognised professional qualification is advantageous.
Previous experience in trust and company administration, ideally within the financial services sector.
Understanding of trust and corporate laws, regulations, and compliance requirements.
Proficient in Microsoft Word, Excel, and Outlook.
What You’ll Love:
You will thrive in a collaborative and professional environment that values client service and teamwork. Our client offers opportunities for professional development and a supportive atmosphere that promotes growth and recognition for your contributions.
Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance, and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams, or by telephone—whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
