Trainee Trust Administrator

• Assist with the day-to-day administration of a portfolio of trust and company clients.
• Set up and maintain accurate client information, databases and statutory records.
• Prepare minutes of directors' and shareholders' meetings and trustee resolutions.
• Complete day-to-day bookkeeping for companies and trusts up to trial balance, including monthly reconciliations.
• Assist with opening and closing entity bank accounts and reviewing incoming funds.
• Develop experience liaising with banks regarding payments, deposits, investment transactions and settlement instructions.
• Prepare routine client correspondence and emails for review by senior team members.
• Assist with the preparation of routine investment review minutes.
• Develop an understanding of relevant policies and procedures and apply these to day-to-day administration.
• Build knowledge of trusts and legal entities, alongside an awareness of relevant tax considerations.
• Maintain accurate timekeeping records and work towards agreed utilisation and service standards.

The ideal candidate will be looking to begin and develop a career within trust and company administration, with a minimum of five GCSEs at grade 4/C or above, including English and Maths, or equivalent. You'll be a confident and effective communicator with good organisational skills and the ability to work accurately to agreed standards. A positive attitude, willingness to learn and commitment to teamwork are essential, alongside a strong focus on delivering excellent client service. You'll be comfortable taking guidance from more experienced colleagues while gradually developing greater technical knowledge and responsibility.