Trust Administrator

Oculus Legal Group; Beaminster; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Hybrid working

Birthday off

Private medical cover

Full training

Job summary

Oculus Legal Group is seeking a Trust Administrator to join the Beaminster-based Trusts team. Full training will be provided for someone with administrative or finance experience who wants to develop specialist knowledge in trust administration.

The role covers day-to-day administration, record-keeping and liaison with clients and advisers, with a clear path for professional development and long-term career prospects.

Qualifications

• Previous experience in an administrative, finance or professional services role.
• Strong numerical skills and confidence working with figures.
• Excellent attention to detail and organisational skills.
• The ability to manage a varied workload and prioritise effectively.
• Strong communication skills and a professional approach.
• A willingness to learn and develop specialist knowledge within trust administration.

Responsibilities

• Assist with the administration of a portfolio of trusts.
• Support the preparation and maintenance of trust records and documentation.
• Process financial transactions and assist with trust accounts.
• Maintain accurate records and ensure documentation is kept up to date.
• Liaise with clients, professional advisers and other third parties.
• Support the team to progress trust matters in line with regulatory and compliance requirements.

Skills

Numerical skills

Attention to detail

Organisational skills

Communication

Workload management

Willingness to learn

Job description

Full training and career development provided

Our client is seeking a Trust Administrator to join their established Trusts team based in Beaminster. This is an excellent opportunity for someone with an administrative, finance or professional services background who enjoys working with figures and is looking to develop specialist knowledge in a rewarding and varied role.

Previous trust or legal experience is not essential. Full training will be provided, making this an ideal opportunity for someone with transferable skills, excellent attention to detail and a genuine interest in building a long-term career within trust administration.

The Role

Day-to-day, your responsibilities will include:

• Assisting with the administration of a portfolio of trusts.
• Supporting the preparation and maintenance of trust records and documentation.
• Processing financial transactions and assisting with trust accounts.
• Maintaining accurate records and ensuring documentation is kept up to date.
• Liaising with clients, professional advisers and other third parties.
• Supporting the team to ensure trust matters are progressed efficiently and in line with regulatory and compliance requirements.

About You

We're looking for someone who has:

• Previous experience in an administrative, finance or professional services role.
• Strong numerical skills and confidence working with figures.
• Excellent attention to detail and organisational skills.
• The ability to manage a varied workload and prioritise effectively.
• Strong communication skills and a professional approach.
• A willingness to learn and develop specialist knowledge within trust administration.

What's in it for You

• Salary up to £35,000, depending on experience.
• Hybrid working 1 day per week.
• A supportive and progressive workplace culture that prioritises employee wellbeing.
• Ongoing professional development opportunities and clear pathways for career progression.
• Additional annual leave, including your birthday off and two extra days over the festive period.
• Private medical healthcare cover following successful completion of probation.
• Full training in trust administration and the legal aspects of the role.
• A varied role with long-term career prospects.

Interested?

If you're looking for an opportunity to develop a specialist career within a well-established Trusts team, we'd love to hear from you.