Trust Client Administrator/Officer
Job Ref: LF
40679
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.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.