Our client is seeking a proactive Trust & Company Administrator to join their team on a full-time, permanent basis. Working under the guidance of a Senior Trust & Company Administrator, the successful candidate will be responsible for administering a small portfolio of trusts and companies, supporting both administrative and financial tasks. This role is ideal for someone with 2-3 years' experience who is looking to grow their expertise in a collaborative and professional environment.
Job Duties
* Act as a point of contact for clients, working closely with Directors
* Liaise with clients, beneficiaries, and professional advisers
* Maintain accurate statutory records, client files, and financial information
* Assist with client payments, invoicing, and bank reconciliations
* Prepare board packs, agendas, and meeting minutes
* Arrange and manage communications with trustees and directors
* Support the maintenance of accounting records for client entities
* Liaise with banks regarding account openings, transactions, and documentation
* Co-ordinate fee collection and ensure timely payment of expenses
* Ensure client records are kept up to date and compliant with regulatory requirements
* Record billable time accurately and consistently (target 85%)
* Proactively identify and escape any risks or issues
* Demonstrate an understanding of AML procedures and compliance obligations
* Stay up to date with relevant legislation and industry developments
* Provide support to colleagues and contribute to a positive team environment
Job Requirements
* 2-3 years' experience in trust and company administration
* Strong organisational skills and attention to detail
* Good written and verbal communication skills
* Understanding of trust and company structures and related accounting knowledge
* Proficiency in Microsoft Office, particularly Excel
* Experience with ViewPoint is desirable
* Ability to work independently as well as part of a team
* Professional and courteous approach when dealing with clients and advisers
* Working towards or interested in a relevant qualification (e.g. STEP or ICSA)
What You’ll Love
Our client offers a supportive and professional environment where individual contributions are valued. With exposure to a diverse client base and the opportunity to take ownership of your own portfolio, this role provides an excellent platform for career progression and development within the trust and corporate services sector.
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