Join a respected fiduciary business as a Trust Client Administrator/Officer, supporting the administration of a diverse portfolio of trust, company and private client structures. This role offers excellent scope for training and career progression.
Location
Duties for this role include, but are not limited to:
* Assisting in the day-to-day administration of trust, company and private client structures.
* Drafting correspondence, minutes, and documentation for clients and internal records.
* Maintaining accurate client due diligence and statutory records.
* Ensuring all data is accurately recorded within internal databases and electronic filing systems.
* Liaising directly with clients, beneficiaries, investment managers, bankers, and professional advisors.
* Supporting senior team members to ensure compliance with company procedures and regulatory requirements.
* Contributing to ongoing improvements in administrative processes and client service delivery.
Skills / Qualifications
The ideal candidate will have 1-3 years' experience in trust, company or private client administration, with a good understanding of fiduciary structures and regulatory requirements. They will be well-organised, diligent, and comfortable managing multiple priorities. A relevant professional qualification such as STEP or CGI (or progress towards one) would be advantageous. Excellent communication, attention to detail, and a proactive approach are essential, along with strong IT and record-keeping skills.
For a full job description or further information on this role please call 711188, or email jobs@leapfrogjobs.com.
If you wish to apply for this role, please submit your CV via the Apply Now button below.
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