Senior Trust & Fiduciary Administration Lead

Leapfrog Limited; United Kingdom; On-site; GBP 70,000 - 95,000; Full time

Job summary

Leapfrog Limited is seeking an experienced fiduciary administrator to manage a complex portfolio of trust and company structures, coordinating transactions and liaising with professional advisers.

You will ensure governance standards, regulatory compliance, and timely statutory filings, with a focus on risk management and client service. A STEP/CGI/ICSA or ACCA qualification is preferred.

Qualifications

• At least 5 years' experience in trust and company administration.
• Strong knowledge of fiduciary principles, governance, and Guernsey AML/CFT requirements.
• Professional qualification such as STEP, CGI/ICSA or ACCA preferred, or progress towards qualification.

Responsibilities

• Manage a complex portfolio of trust and company structures, including establishment, ongoing administration, restructuring and termination.
• Review governing documents and client instructions for fiduciary, legal, tax and commercial considerations.
• Prepare minutes, resolutions, trustee decisions, agreements and correspondence.
• Coordinate client, trustee and Board meetings with accurate recording of decisions and actions.
• Oversee asset acquisitions, disposals, investments, distributions, loans and payments.
• Maintain accurate statutory, accounting, tax and administration records.
• Ensure periodic reviews, statutory filings and other deadlines are met.
• Manage cash requirements, client fees, debtors and service-provider arrangements.
• Build and maintain relationships with clients, beneficiaries and professional advisers.
• Liaise with banks, investment managers, accountants, lawyers and tax advisers.
• Ensure compliance with fiduciary legislation, regulatory requirements and internal procedures.
• Oversee client onboarding, CDD, risk assessments and ongoing monitoring requirements.
• Identify and escape fiduciary, regulatory, operational and reputational risks.
• Support regulatory submissions, audits, compliance monitoring and remediation activities.
• Provide technical guidance, coaching and support to junior colleagues.
• Contribute to process improvements and wider business projects.

Skills

Trust & company administration

Client relationship management

Governance & compliance

Risk management

Education

STEP/CGI/ICSA or ACCA

Job description

Leapfrog Limited is seeking an experienced fiduciary administrator to manage a complex portfolio of trust and company structures, coordinating transactions and liaising with professional advisers.

You will ensure governance standards, regulatory compliance, and timely statutory filings, with a focus on risk management and client service. A STEP/CGI/ICSA or ACCA qualification is preferred.