Manage a portfolio of trust and corporate structures, delivering excellent client service and maintaining regulatory compliance.
What you’ll be doing:
⭐ Administer trust and company portfolios
⭐ Liaise with clients, advisers and intermediaries
⭐ Process transactions, payments and client documentation
⭐ Maintain client records, risk assessments and due diligence
⭐ Complete periodic reviews and regulatory tasks
⭐ Support client onboarding, meetings and billing
What you’ll need:
⭐ 5+ years’ administration experience, ideally in fiduciary services
⭐ Good understanding of trusts, companies and regulatory requirements
⭐ Strong Microsoft Office skills
⭐ Excellent communication and relationship-building skills
⭐ Strong organisation, accuracy and time management
⭐ STEP, CGI or ACCA qualification, or willingness to study
Why join:
⭐ Work with diverse international client portfolios
⭐ Develop expertise across private wealth and fiduciary services
⭐ Gain support for professional qualifications
⭐ Join a growing, collaborative and client-focused team
