10 Nov 2022

Trainee Trust Administrator/ Trust Administrator

Ref 32312

Our client is looking to recruit a Trust Administrator to join their team. Over time the role holder will be given responsibility for a portfolio of clients and will be expected to understand the administration needs of those clients. 

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 be qualified/part qualified or willing to undertake study for a professional qualification such as STEP, ACCA, ICSA or ACA, with experience in either an administrative or accounting role. They should also have excellent time and organisational skills.

 

 

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