This role delivering high-quality client service in a fiduciary firm, is open to candidates at Officer or Senior Officer level.
What you’ll do:
⭐ Administer a varied portfolio, including complex trust/company structures
⭐ Prepare statutory records, payments, bookkeeping entries and client correspondence
⭐ Liaise with clients, advisors and third parties
⭐ Maintain compliance records and support periodic reviews
⭐ Mentor and train junior colleagues (with broader leadership responsibilities at Senior level)
⭐ Review draft accounts and maintain strong financial record-keeping
What you’ll bring:
⭐ STEP/ICSA/ACCA/ACA qualification or trust administration experience
⭐ Excellent communication, organisation and client relationship skills
⭐ Confidence mentoring and supporting junior team members (enhanced at Senior level)
⭐ Good understanding of AML, compliance and industry regulations
⭐ Proficiency in Microsoft Office and trust administration systems
Why join?
⭐ Join a respected fiduciary firm with a strong client-focused culture
⭐ Opportunity to handle complex portfolios and build long-term client relationships
⭐ Supportive environment with emphasis on professional development
