Senior Trust & Corporate Administration Lead

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 35,000 - 60,000; Full time

Job summary

A respected fiduciary services business in Scotland is seeking an experienced individual to manage a portfolio of trusts and corporate structures. The ideal candidate will have 4-5 years of trust experience, in the final stages of a STEP or ICSA qualification, and strong skills in client relationship management. Responsibilities include administering trusts, monitoring investments, and ensuring compliance with regulatory requirements. This role offers professional development and a dynamic work environment.

Qualifications

• Minimum of 4 to 5 years' relevant trust experience.
• In final stages of professional qualification like STEP or ICSA.
• Proficient in Microsoft Word, Excel, and Outlook at an intermediate level.

Responsibilities

• Administer and manage a portfolio of trusts and companies.
• Monitor investment portfolios aligning with policies.
• Act as primary or back-up relationship manager.
• Prepare for and attend client meetings.
• Ensure timely invoicing and monitoring aged debtors.

Skills

Offshore trust and company administration

Organizational skills

Client relationship management

Communication skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Education

Professional qualification such as STEP or ICSA

Job description

A respected fiduciary services business in Scotland is seeking an experienced individual to manage a portfolio of trusts and corporate structures. The ideal candidate will have 4-5 years of trust experience, in the final stages of a STEP or ICSA qualification, and strong skills in client relationship management. Responsibilities include administering trusts, monitoring investments, and ensuring compliance with regulatory requirements. This role offers professional development and a dynamic work environment.