Private Wealth: Trust Administrator Trainee (Accelerate)

Itchyfeet

United Kingdom

On-site

GBP 26,000 - 36,000

Full time

5 days ago
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Job summary

Itchyfeet is seeking an Assistant Associate to join its private wealth team and launch a career as a Trust Administrator through the Accelerate programme. The four-week foundation opportunity provides hands-on experience, collaboration with seasoned professionals, and exposure to the private wealth sector.

On successful completion, you transition into a permanent Trust Administrator role with ongoing support, study opportunities, and mentorship within a dynamic, inclusive firm environment.

Qualifications

  • Educated to A Level standard or equivalent
  • At least 2 years' experience managing a portfolio of clients
  • Willingness to study towards STEP Certificate/Diploma
  • Strong written and verbal communication skills

Responsibilities

  • Maintain statutory records accurately and up to date
  • Enter payments and identify receipts as required
  • Prepare minutes/resolutions of the Trustee/Board for routine matters
  • Assist with entity reviews and action points from annual reviews
  • Liaise with departments on legal, accounting, and taxation matters
  • Communicate with clients and intermediaries by phone and written for non-complex matters
  • Handle general administrative tasks related to Trust and Company structures
  • Support ad hoc project work of a non-complex nature

Skills

Strong communication
Problem-solving
Collaborative
Meet deadlines

Education

A Levels or equivalent
Willing to study STEP Certificate/Diploma

Job description

Itchyfeet is seeking an Assistant Associate to join its private wealth team and launch a career as a Trust Administrator through the Accelerate programme. The four-week foundation opportunity provides hands-on experience, collaboration with seasoned professionals, and exposure to the private wealth sector.

On successful completion, you transition into a permanent Trust Administrator role with ongoing support, study opportunities, and mentorship within a dynamic, inclusive firm environment.

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