08 Aug 2022

Trust Administrator/ Senior Trust Administrator

Ref 15712

A fiduciary and administration company has a vacancy for a Trust Administrator/ Senior Trust Administrator to manage a portfolio of private HNW clients.  

Duties will include:

  • General day-to-day administration of trust and company structures
  • Maintaining client and entity database records
  • Collecting and verifying client due diligence
  • Liaising with clients and advisors; and meeting clients.
  • Preparing trustee and board minutes, deeds of appointment, loan agreements, issue of share certificates and maintenance of statutory records
  • Arranging and recording trust distributions, loans payments, acquisition and disposal of assets, expenses
  • Maintaining asset, nominee and power of attorney registers

Candidates should have at least 2 years' experience in the trust and company field, be self-motivated, confident and organised with excellent written and verbal communication skills.

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UK Report on Jobs - June 2022