24 Apr 2023

Trust Administrator

Ref 30477

Our client is looking to recruit an Trust Administrator, to be responsible for the administration of a portfolio of complex trusts, companies and pension schemes.

Key duties:

  • Responsibility primarily for the day to day administration of a variety of trust and company structures including preparation of account reconciliations, payments and invoicing in addition to liaison with bankers and intermediaries.
  • Liaison with Line Manager in preparing correspondence for individual clients, intermediaries, other professional advisers or organisations, as relevant to the timely administration of the trust and/or company.
  • General administration including the maintenance of accurate database and file records, completion of minutes of the Trustees where necessary and reconciliation of investment accounts
  • Ad hoc duties as required, to support the relevant Manager/Director and other team members.

The desirable candidate will have 3-5 years’ experience in a Fiduciary/Financial Services environment; hold a relevant professional qualification i.e. ICSA or STEP Diploma or significant progress towards obtaining one and have a technical Trust and Company knowledge and understanding of Trust and Company accounting methods and financial statements.

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