14 Feb 2023

Trust Administrator, Client Services

Ref 32698

A well-established trust company is seeking a Trust Administrator, to provide administrative support to the Client Services Team, who in turn, is responsible for the management of a portfolio of trusts and companies.

Responsibilities

  • As directed, payment processing and cheque requests
  • Completion of simple client letters and resolutions
  • As part of the team, develop personal contact with clients, advisors, and other related parties, (will include some travel)
  • Assisting with client research projects and management reporting

The desirable candidate will be educated to a A-Level standard, be numerate and highly accurate, have a can-do attitude, have a systematic approach to work and have a willingness to study toward professional qualifications such as STEP.

 

 

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