26 Feb 2024

Senior Trust Administrator

Ref 35311

Do you have a minimum of 1-2 years’ experience in trust? Do you desire a varied workload? We have the perfect role for you! 

A large independent provider of fiduciary services is looking for a proactive trust professional working at Senior Trust Admin level, who is focused on excellent client service to work in their Family Office team administering complex structures and non-standard assets, across multiple jurisdictions.  

Key Duties:

  • Administering Trust & Company bank accounts and bookkeeping
  • Maintaining Statutory records, resolutions, and minutes
  • Updating client documentation and data
  • Corresponding with clients 
  • Liaising with brokers regarding transactions

The role holder will be qualified or working towards a CGI IFA, or a STEP certificate, is proficient in Microsoft applications and has excellent communication skills. If you can meet targets and deadlines and work well in a team, then register today for more details on this opportunity!

 

 

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