Our client is seeking a highly skilled and experienced Senior Trust and Company Administrator to provide expert administration services to a portfolio of private clients. This full-time role involves working closely with relationship officers and ensuring high standards of service delivery. The ideal candidate will be STEP or ICSA qualified, with strong communication skills, attention to detail, and the ability to manage tasks independently and as part of a team.
Job Duties:
- Conduct bookkeeping and maintain accurate records.
- Manage the general administration of a portfolio of trusts and companies.
- Prepare statutory documents, including minutes, agreements, and trust instruments.
- Liaise with clients, intermediaries, and other institutions to manage client relationships.
- Handle the purchase and sale of investments and assets, including properties.
- Process payments, distributions, invoices, and investments.
- Participate in the investment process, ensuring records are updated for all transactions.
- Ensure client due diligence (CDD) records are accurate and up to date.
- Prepare detailed client reports.
- Manage and mentor team members.
Job Requirements:
- A minimum of five years’ experience in trust and company administration.
- STEP or ICSA qualification.
- Strong verbal and written communication skills.
- Ability to work independently, prioritise workload, and adapt to changing business needs.
- Proven ability to work effectively in a team.
- A proactive approach to learning and adapting to new regulations and environments.
- GCSEs/O Levels, including English and Mathematics.
- Commitment to continuous professional development.
What You’ll Love:
Our client is a well-established and trusted financial services provider known for building long-term client relationships. This role offers the opportunity to join a dynamic team that values expertise, collaboration, and professional growth. With exposure to diverse areas of wealth management, this position supports career development and learning in a supportive and professional environment.
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