24 May 2021

Trust Administrator

Ref 30628

Our client is looking to recruit a Trust Administrator to join their team. The Trust Administrator will over time 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 with experience of/ability to adapt to the operation of their mainstream networked software, including Microsoft Word, Excel and Outlook and be able to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system. They will also be part qualified or willing to undertake study for a professional qualification such as STEP, ACCA, ICSA or ACA.

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