Trust assistant administrator

For someone looking to establish a long-term career within the fiduciary sector, this role offers a strong foundation within a supportive and collaborative team environment. You'll assist with a varied portfolio of clients while developing practical administration and client service skills.

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

• Assisting with the day-to-day administration of trust and company structures.
• Maintaining statutory records and ensuring they remain accurate and up to date.
• Processing payments and identifying receipts.
• Preparing routine trustee and board minutes and resolutions.
• Assisting with entity reviews and the completion of action points.
• Liaising with internal departments regarding legal, accounting and taxation matters.
• Communicating with clients and intermediaries regarding routine matters.
• Supporting the administration of client structures and maintaining accurate records.
• Assisting with non-complex project work and ad hoc tasks.
• Supporting senior team members with portfolio administration activities.

Skills / Qualifications

The ideal candidate will be educated to A-Level standard or equivalent and demonstrate strong communication, organisational and problem-solving skills. They will be a team player with the ability to manage deadlines and prioritise workload effectively. A willingness to study towards a professional qualification such as STEP is essential, together with a genuine interest in developing a career within trust and company administration. The successful candidate will be proactive, professional and committed to delivering high standards of client service.