Trust Administrator

Daliburgh Source: WhatJobs

£25,000–£35,000

This is an excellent opportunity for a motivated individual with 1-2 years' experience in trust and company administration to take the next step in their career within a dynamic and collaborative environment.

Location

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

Assisting with the general administration of a portfolio of trust and company structures.
Carrying out statutory work such as preparing minutes, agreements, and trust instruments.
Liaising with clients, intermediaries, and financial institutions to ensure a high level of service delivery.
Managing bookkeeping and maintaining accurate client records.
Facilitating the purchase and sale of investments and assets, including property.
Processing payments, distributions, and invoices in line with internal procedures.
Supporting the investment process by recording transactions and ensuring timely updates to investment records.
Maintaining up-to-date client due diligence in accordance with regulatory requirements.
Assisting in the preparation of periodic client reporting.

Skills / Qualifications

The ideal candidate will have 1-2 years' experience in a similar trust and company administration role and be committed to professional development. They will demonstrate excellent written and verbal communication skills, strong organisational abilities, and a keen eye for detail. A willingness to learn, adapt to new regulations, and collaborate effectively within a team is essential. Candidates currently studying towards a STEP or ICSA qualification will be viewed favourably.

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