Trust Administrator

Our client is looking for a reliable and detail-oriented Trust Administrator to join their growing private wealth team. The role involves the day-to-day administration of a portfolio of trusts and companies, ensuring all responsibilities are completed in line with legal, regulatory, and internal policy requirements. This is an excellent opportunity for someone who is looking to develop their career in the trust and fiduciary services sector within a supportive and professional environment.

Key Responsibilities:

• Assist with the administration of a portfolio of trusts, companies, and other wealth structures for high-net-worth individuals and families.
• Draft routine correspondence, minutes, resolutions, and maintain accurate statutory records.
• Liaise with clients, beneficiaries, intermediaries, and external advisors in a professional and timely manner.
• Process payments, distributions, and other transactions in accordance with client instructions and relevant policies.
• Maintain client records on the system and ensure accurate documentation is filed appropriately.
• Support the preparation of accounts and tax filings in collaboration with accounting and tax teams.
• Assist with onboarding new clients, conducting due diligence, and performing risk assessments.
• Ensure all work is undertaken in compliance with regulatory standards and internal controls.
• Contribute to process improvements and team initiatives to enhance service delivery.

Key Requirements:

• Some experience in trust administration or a similar financial services role is desirable.
• Studying towards or willing to study for a relevant professional qualification such as
• STEP Certificate/Diploma or equivalent.
• Sound knowledge of fiduciary principles, company law, and regulatory frameworks (such as AML/CFT).
• Excellent organisational and time management skills with strong attention to detail.
• Good interpersonal skills and the ability to build effective working relationships with clients and colleagues.
• Proficiency in Microsoft Office applications and client management systems.
• A proactive, positive attitude and a strong sense of responsibility and confidentiality.