Trust Administrator
Are you a motivated and proactive team player looking to develop your career in Trust Administration? A financial services organisation is seeking an organised and personable Trust Administrator to support the day-to-day administration of trust structures and help deliver an exceptional service to clients and beneficiaries. This is a great opportunity for someone who enjoys administration, building professional relationships, and working in a detail-focused environment.
Key Responsibilities:
- Maintaining trust records and ensuring client files are kept up to date.
- Processing and monitoring payments, transactions, and account activity.
- Assisting with statutory filings, CDD requirements, and regulatory obligations.
- Preparing correspondence, reports, meeting packs, and minutes.
- Assisting with the opening and maintenance of bank accounts.
Key Criteria:
- Strong organisational and administrative skills.
- Good communication and relationship-building skills.
- Confidence using Microsoft Office and internal systems.
- Professional, dependable, and able to handle confidential information discreetly.
- At least 1+ years' Trust experience and hold or be studying towards a relevant qualification.
This is a varied and rewarding opportunity offering the chance to develop specialist knowledge, gain valuable industry experience, work in a supportive team, and build a long-term career within a supportive and professional team. Get in contact with our team today to find out more!
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