Shearwater Recruitment

Junior Trust Administrator

  • Isle of Man

  • £22,000 to 28,000 Per Year

Job Description


  • Maintain accurate and up-to-date client records, including trust deeds, asset information, and correspondence
  • Assist with the preparation of trust accounts, including the calculation of income, capital, and distributions
  • Coordinate with internal and external stakeholders, such as trustees, beneficiaries, and professional advisors, to ensure the timely and accurate processing of trust-related activities
  • Provide support in the preparation of trust-related documentation, including deeds, letters, and reports
  • Contribute to the implementation and maintenance of trust administration processes and procedures to ensure compliance with regulatory requirements
  • Participate in client meetings and presentations as needed, demonstrating a strong understanding of trust administration
  • Continuously develop your knowledge and skills in trust administration, staying up-to-date with industry trends and best practices
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