Trust Administrator | Growth & Compliance Focus

Confidential; Beaminster; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Pension

Medical insurance after probation

Social events

Job summary

Confidential in Beaminster seeks a Trust Administrator to join its busy Trusts team. You will administer a portfolio of trusts, maintain records and process financial transactions, while helping prepare trust accounts and support financial administration.

You'll liaise with clients and advisers, ensure deadlines are met, and contribute to a growing, professional firm. Training will be provided to develop specialist knowledge.

Qualifications

• Experience in administrative roles with a focus on accuracy and records management.
• Strong numerical ability and comfort with figures.
• Proficient IT skills; good Excel knowledge desired.

Responsibilities

• Assist with administration of trusts and maintain accurate records.
• Process financial transactions and prepare trust accounts.
• Set up systems and spreadsheets from scratch for new role and ensure compliance.

Skills

Attention to detail

Numerical ability

Organisational skills

Time management

Excel

Tools

Excel

Job description

Confidential in Beaminster seeks a Trust Administrator to join its busy Trusts team. You will administer a portfolio of trusts, maintain records and process financial transactions, while helping prepare trust accounts and support financial administration.

You'll liaise with clients and advisers, ensure deadlines are met, and contribute to a growing, professional firm. Training will be provided to develop specialist knowledge.