Finance Administrator - Trust Administration
Location: Bristol
Salary: £25,000 - £28,000 per annum
Permanent | Full-time (35 hours/week)
Robert Half are proudly partnering with a UK leading independent trust service provider to recruit for a Finance Administrator to join the Trust Administration team in Bristol. This role is ideal for an organised and proactive individual with a keen interest in financial services and administration. You'll support a high-performing team in a varied, detail-focused position that is key to maintaining the high standards of client service.
Benefits:
* 25 days annual leave + Bank holidays
* 10% employer pension contribution
* Group life cover (4x basic salary)
* Group income protection
* Professional fees & subscriptions covered
* Employee Assistance Programme
* Study support
Key Responsibilities
1. Act as a professional first point of contact by answering incoming calls
2. Handle inbound and outbound post effectively
3. Accurately process payments and complete payment checklists for authorisation
4. Set up new client entities using NavOne and document management systems
5. Register and maintain trust records with the Trust Registration Service
6. Manage client identification verification and ...