30 Oct 2023

Senior Trust Administrator

Ref 30628

Our client is looking to recruit an experienced Senior Trust Administrator to join their team. As an experienced administrator you will be given responsibility for a portfolio of clients and will be expected to know the affairs of those clients well.

Key duties:

  • Administration of a portfolio of clients to include:
    • Preparation of statutory records
    • Preparation of payments
    • Preparation of written correspondence
    • Bookkeeping of administrative transactions
    • Processing compliance records
    • Assisting with periodic client reviews
    • Filing of client records
    • Liaising with clients and third parties 
    • Client billing

The desirable candidate will have excellent time and organisational skills, strong interpersonal skills, be Computer literate including Microsoft Word, Excel and Outlook. They will also be qualified/part qualified or willing to undertake study for a professional qualification such as STEP, ACCA, ICSA or ACA.

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