Support the administration of trust and corporate structures while building client relationships and developing fiduciary expertise.
What you’ll be doing:
⭐ Maintain client records and statutory documentation
⭐ Prepare trust documents, board minutes and resolutions
⭐ Support bookkeeping, financial records and client invoicing
⭐ Respond to client, beneficiary and adviser enquiries
⭐ Assist with client meetings and liaise with professional intermediaries
⭐ Ensure compliance with regulatory requirements and internal procedures
What you’ll need:
⭐ Around 2 years’ professional experience
⭐ A-Level education or equivalent
⭐ STEP Certificate and willingness to pursue further qualifications
⭐ Strong communication and organisational skills
⭐ Excellent attention to detail and time management
⭐ Proactive, flexible and team-focused approach
Why join:
⭐ Gain experience managing your own client portfolio
⭐ Develop expertise in trust and corporate administration
⭐ Receive support for professional qualifications and ongoing training
⭐ Work in a collaborative, client-focused environment
