Trainee Trust/Trust Administrator
Job Ref: LF
40444
Our client, a licensed fiduciary firm, is seeking a motivated Trust Administrator to join their busy and collaborative team. This is a fantastic opportunity for someone looking to progress or begin their career in private wealth administration, with clear scope for development and future advancement to a Senior Administrator role.
Location
Duties for this role include, but are not limited to:
- Assisting with the day-to-day administration of a portfolio of trust and company clients.
- Preparing statutory records, payments, client correspondence and compliance documentation.
- Supporting periodic client reviews and filing of client records.
- Liaising with clients and third parties, maintaining strong professional relationships.
- Performing basic bookkeeping and supporting accounts preparation where needed.
- Handling client calls with confidence and professionalism.
- Ensuring all work is accurate, timely and compliant with regulatory standards.
- Proactively organising tasks, identifying issues early, and escalating as appropriate.
Skills / Qualifications
The ideal candidate will be someone with some prior experience in trust, finance, or administrative services. A willingness to study toward a relevant qualification such as STEP, ICSA, ACCA or ACA is essential, and support will be provided. Strong organisational and communication skills are key, along with a genuine interest in fiduciary services and a proactive, team-oriented attitude. Competence with Microsoft Office and the ability to work with electronic filing systems are also important.
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.