Join a highly experienced, independent fiduciary firm that values flexibility, wellbeing, and professional development. As a Senior Trust Administrator, you’ll manage a varied portfolio of private client structures and play a key role in a close-knit team with strong family office expertise.
Key responsibilities:
⭐ Administer a portfolio of trusts and companies, liaising with clients and advisors
⭐ Prepare minutes, reports, payments, distributions, and statutory records
⭐ Assist with bookkeeping, investment reviews, and support the accounts team
⭐ Train and support junior team members and assist with ad-hoc projects
What you’ll need:
⭐ Minimum 3 years’ experience in the trust and company sector
⭐ STEP qualified or working towards a relevant professional qualification
⭐ Confident communicator with a client-focused mindset
Why join?
⭐ Non-contributory pension, medical and health insurance
⭐ 9-day fortnight and other wellbeing initiatives
⭐ Performance-related bonuses (paid twice a year)
⭐ Paid qualifications and continuous professional development