Senior Trust Administrator

Urgent

Job Description

Taking on the role of Senior Trust Administrator provides the chance to manage a diverse portfolio of clients, working with both trusts and companies of varying complexity. It is an great opportunity to join our client and apply technical knowledge, while developing further through exposure to more complex arrangements and client relationships.

Location Duties for this role include, but are not limited to:

  • Maintaining accurate statutory records for client entities.
  • Processing payments and identifying receipts.
  • Preparing routine minutes and resolutions.
  • Assisting with annual entity reviews and clearing action points.
  • Liaising with internal teams on legal, accounting, and tax matters.
  • Building relationships with clients and intermediaries.
  • Handling a range of administrative tasks for trusts and companies.
  • Supporting project work, both complex and non-complex.
  • Assisting junior staff and providing training where required.

Skills / Qualifications

The ideal candidate will have at least 3 years’ trust and company administration experience and hold (or be studying towards) a relevant qualification such as STEP. Strong organisational skills, problem solving ability, and attention to detail are essential. The successful candidate will be a team player, confident in managing a portfolio with minimal supervision, and motivated to continue developing professionally.

For a full job description or further information on this role please call 711188, or email .
If you wish to apply for this role, please submit your CV via the Apply Now button below.

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