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Back to ResultsThis role is responsible for managing a varied portfolio of trusts, companies, and wealth-structuring entities while delivering an exceptionally high standard of client service.
The position acts as a primary point of contact, maintaining strong relationships with clients and advisers through regular communication. Key duties include day-to-day administration, preparing and maintaining supporting documentation, coordinating with banks and investment managers, and ensuring accurate records and regulatory compliance.
Candidates should have 1–3 years’ trust administration experience, strong organisational and communication skills, confidence dealing with professional clients, and a solid understanding of AML requirements. Proficiency in Microsoft Office is required, while STEP studies, relevant trust systems knowledge, and experience with structures such as LPs, Foundations, or PTCs are advantageous.
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