Provide day-to-day administration and client support for a portfolio of trust and company clients, working closely with senior managers in a client-focused environment.
Key responsibilities:
⭐ Administer client portfolios and maintain accurate records
⭐ Liaise with financial institutions and support trust/company formations
⭐ Maintain statutory records and client database information
⭐ Conduct client reviews and ensure compliance with governance procedures
⭐ Train and supervise junior staff as required
⭐ Act as a responsible ‘B’ signatory
What you’ll need:
⭐ Relevant professional qualification or working towards one (ICSA, STEP, CAT, or equivalent)
⭐ 4+ years’ trust administration experience
⭐ Strong attention to detail and organisational skills
⭐ Proficiency in Microsoft Office and document management systems
⭐ Good communication and teamwork skills
Why join:
⭐ Supportive, collaborative team culture
⭐ Exposure to international clients
⭐ Opportunities for professional development and CPD
