Trust Administration Assistant & Bookkeeping Coordinator

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 25,000 - 37,000; Full time

Job summary

Itchyfeet Recruitment Agency is seeking an administrator to provide essential support to a trust administration team in the United Kingdom. The role covers client data setup, day-to-day bookkeeping for entities, and bank account management, with collaboration across a friendly, professional team.

The successful candidate will gain exposure to policies, tax implications, and the formation of legal entities and trusts while contributing to operational efficiency and client service excellence.

Qualifications

• Strong communication with stakeholders.
• Ability to organise short-term schedules with support.
• Positive, committed teamwork and excellent client service.
• Compliance with company policy and information security procedures.

Responsibilities

• Set up and maintain client information and statutory records.
• Bookkeeping for companies and trusts up to trial balance, incl. monthly reconciliations.
• Open/close entity bank accounts and manage incoming funds.
• Liaise with bankers over remittances and investments.
• Prepare routine investment review minutes and emails for senior staff.
• Learn and apply firm policies and procedures.
• Gain awareness of tax implications and formation of entities and trusts.
• Update timekeeping system to meet utilisation targets.

Skills

Communication skills

Organisation

Teamwork

Client service

Compliance

Education

5 GCSEs including English & Maths

Job description

Itchyfeet Recruitment Agency is seeking an administrator to provide essential support to a trust administration team in the United Kingdom. The role covers client data setup, day-to-day bookkeeping for entities, and bank account management, with collaboration across a friendly, professional team.

The successful candidate will gain exposure to policies, tax implications, and the formation of legal entities and trusts while contributing to operational efficiency and client service excellence.