Senior Trust Administrator

Praxis Group; United Kingdom; In loco; GBP 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

Praxis Group is seeking a Senior Trust Administrator to manage a portfolio of trusts and companies under the supervision of a Trust Manager.

You will handle statutory records, prepare minutes, liaise with legal, accounting and taxation teams, and train junior staff. A-Level or equivalent and STEP qualification are required, with a minimum of 3 years' relevant experience.

Competenze

• Educated to A Level standard or equivalent.
• At least 3 years of relevant experience managing a portfolio of clients.
• Relevant professional qualification: STEP Certificate/Diploma.

Mansioni

• The day-to-day running of own portfolio of clients.
• Statutory work: keep records up to date and accurate.
• Entering payments and identifying receipts as required.
• Preparation of minutes/resolutions of Trustee/Board for routine matters.
• Entity reviews and action point follow-up after annual reviews.
• Liaison with legal, accounting and taxation departments.
• Liaison with clients and intermediaries by telephone and in writing; dealings may be complex.
• General administrative tasks related to running Trust and Company structures.
• Ad hoc project work, complex or non-complex.
• Train and assist junior staff with queries/problems.

Conoscenze

Communication

Problem solving

Team player

Deadline oriented

Formazione

A-Level standard

STEP Certificate/Diploma

Descrizione del lavoro

Senior Trust Administrator

Praxis Group

Full time

Ref: 20261826

Opened: 30/10/2026

Closes: 13/11/2026

Job Summary

Day to day running of a portfolio of clients which will contain a mixture of trusts and companies, dealing with a wide variety of arrangements which may be of a complex nature under the supervision of a Trust Manager.

Job Accountabilities

The day to day running of own portfolio of clients. Tasks will involve:

• Statutory work - ensuring that statutory records are kept up to date and are accurately maintained at all times
• Entering payments and identify receipts as required
• Preparation of minutes/resolutions of the Trustee / Board for routine matters
• Entity reviews - to assist with clearing any action points following the annual reviews
• Liaison with our respective departments regarding legal, accounting and taxation matters
• Liaison with clients and intermediaries both by telephone and in writing, and such matters will range in complexity
• General administrative tasks relating to the running of Trust and Company structures
• Ad hoc project work of a complex and non-complex nature
• To train and assist junior staff with queries/problems

Minimum Education and Experience

• Educated to 'A' Level standard, or equivalent
• A minimum of 3 years' relevant experience during which own portfolio of clients has been managed
• A relevant professional qualification i.e. STEP Certificate/Diploma

Required Skills

• Strong written and verbal communication skills
• Good problem solving skills
• A strong team player
• Ability to work to deadlines with minimum supervision

Call: 01481755517 Email Visit Website