Senior Trust & Company Administrator

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 40,000 - 55,000; Full time

Job summary

A fiduciary services provider based in Daliburgh is looking for an experienced professional in trust and company administration. The role encompasses managing client portfolios, preparing statutory documentation, and liaising with clients and institutions. Ideal candidates should have over 5 years' experience and be working towards a STEP or ICSA qualification. Strong communication and organizational skills are essential, along with a proactive approach to adapt to evolving regulations. Attractive opportunity within a dynamic team environment.

Qualifications

• Minimum of 5 years' experience in trust and company administration.
• Ability to manage workloads independently and meet deadlines.
• Willingness to adapt to changing regulatory requirements.

Responsibilities

• Administer a portfolio of trust and company structures.
• Prepare statutory documentation like minutes and agreements.
• Liaise with clients and external institutions.
• Process payments and investment transactions.
• Prepare client reports and maintain accurate client records.

Skills

Trust and company administration experience

Strong communication skills

Organisational skills

Proactive approach

Teamwork

Education

STEP or ICSA qualification

Job description

Join a dynamic team delivering tailored fiduciary services to private clients across multiple jurisdictions. This role offers responsibility, variety and the opportunity to work closely with internal and external stakeholders.

Duties for this role include, but are not limited to:

• Administering a portfolio of trust and company structures.
• Preparing statutory documentation including minutes, agreements and trust instruments.
• Liaising with clients, intermediaries and external institutions.
• Processing payments, distributions and investment transactions.
• Supporting the purchase and sale of assets including property and investments.
• Maintaining accurate client records and ensuring all investments are up to date.
• Ensuring client due diligence documentation is complete and current.
• Preparing client reports and supporting ongoing client servicing.
• Assisting with bookkeeping and general administrative tasks.
• Supporting team objectives and undertaking additional duties as required.

Skills / Qualifications

The ideal candidate will have a minimum of 5 years' experience within trust and company administration and hold, or be working towards, a STEP or ICSA qualification. They will demonstrate strong communication and organisational skills, with the ability to manage workloads independently and meet deadlines. A proactive, team-focused approach and a willingness to adapt to changing regulatory requirements are essential.

For a full job description or further information on this role, please call 711188, or email [e-mail].

If you wish to apply for this role, please submit your CV via the Apply Now button below.