Trust Administrator

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment firm in Daliburgh is looking for a motivated individual with 1-2 years' experience in trust and company administration. You will assist with the administration of trust and company structures, prepare necessary documents, and liaise with clients and financial institutions to ensure high service delivery. This role requires excellent communication skills, attention to detail, and a commitment to professional development.

Qualifications

• 1-2 years' experience in trust and company administration.
• Commitment to professional development.
• Ability to collaborate effectively within a team.

Responsibilities

• Assist with administration of trust and company structures.
• Prepare minutes, agreements, and trust instruments.
• Liaise with clients and financial institutions.
• Manage bookkeeping and client records.
• Facilitate investment processes and transactions.

Skills

Excellent written communication

Excellent verbal communication

Strong organisational abilities

Attention to detail

Adaptability to new regulations

Education

Studying towards STEP or ICSA qualification

Job description

This is an excellent opportunity for a motivated individual with 1-2 years' experience in trust and company administration to take the next step in their career within a dynamic and collaborative environment.

Location

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

• Assisting with the general administration of a portfolio of trust and company structures.
• Carrying out statutory work such as preparing minutes, agreements, and trust instruments.
• Liaising with clients, intermediaries, and financial institutions to ensure a high level of service delivery.
• Managing bookkeeping and maintaining accurate client records.
• Facilitating the purchase and sale of investments and assets, including property.
• Processing payments, distributions, and invoices in line with internal procedures.
• Supporting the investment process by recording transactions and ensuring timely updates to investment records.
• Maintaining up-to-date client due diligence in accordance with regulatory requirements.
• Assisting in the preparation of periodic client reporting.

Skills / Qualifications

The ideal candidate will have 1-2 years' experience in a similar trust and company administration role and be committed to professional development. They will demonstrate excellent written and verbal communication skills, strong organisational abilities, and a keen eye for detail. A willingness to learn, adapt to new regulations, and collaborate effectively within a team is essential. Candidates currently studying towards a STEP or ICSA qualification will be viewed favourably.

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

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