Senior Trust Administrator

Our client is seeking a Senior Trust Administrator to manage their own portfolio of clients consisting of a mix of trusts and companies, handling a diverse range of arrangements, including complex scenarios. This role requires a proactive approach within a fast-paced and rewarding environment, allowing you to service various international clients across multiple asset classes. You will be responsible for the day-to-day administration of your client portfolio, ensuring that statutory records are maintained accurately and up-to-date at all times. Additionally, tasks will involve conducting annual reviews of all entities within your portfolio, liaising with respective departments regarding accounting and taxation issues, and communicating with clients and intermediaries both by telephone and in writing. There may also be opportunities to assist more junior staff with their queries.

Job Duties:

• Manage the day-to-day running of your own portfolio of clients.
• Ensure that statutory records are kept up-to-date and accurately maintained.
• Perform annual reviews of all entities within your portfolio.
• Liaise with respective departments regarding accounting and taxation issues.
• Communicate with clients and intermediaries both by telephone and in writing.
• Assist more junior staff with queries and problems as needed.

Job Requirements:

• Educated to ‘A’ Level standard or equivalent.
• A minimum of 3 years’ relevant experience managing your own portfolio of clients.
• Relevant professional qualification, such as STEP Certificate/Diploma.
• Strong written and verbal communication skills.
• Good problem-solving skills.
• A strong team player with the ability to work to deadlines with minimal supervision.

What You’ll Love:

You will be part of an inclusive environment that values teamwork and collaboration, where your voice is heard, and you feel supported in your role. The culture promotes respect and openness, ensuring that everyone feels valued as part of the team. You will have the opportunity to develop your skills while delivering high-quality, personalised services to a diverse clientele.

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.