30 May 2023

Trust Administrator

Ref 36052

Are you an experienced administrator? A finance company is seeking a Trust Administrator to join their team.

Key responsibilities

  • Administrating a portfolio of private clients 
  • Drafting trust and company minutes and correspondence to clients
  • Completing annual trust and company reviews
  • Preparing annual validations
  • Paying of invoices 
  • Liaising with Settlors, Beneficiaries, investment Managers, Bankers, Lawyers, and other professionals 
  • Maintaining a good knowledge of company secretarial, compliance and anti-money laundering practise

Ideally you will be qualified or part qualified, but this is not essential, if you are willing to study. The ability to work with IT packages is necessary, along with strong interpersonal skills and excellent time and organisational skills. If this sounds interesting, get in touch today to register!

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