Trust Administrator - RECENTLY FILLED

Aspire Jobs; Beaminster; On-site; GBP 26,000 - 36,000; Full time

Job summary

Aspiring to join Aspire Jobs, we seek a diligent administrator to support a portfolio of trusts. You will help set up systems and spreadsheets from scratch, manage records, and assist with financial tasks in a busy Trusts team.

Full training will be provided; attention to detail and a methodical working style are key. Experience in legal, financial or trust administration is welcome but not essential.

Qualifications

• Experience in a clerical or administrative role is preferred but not essential.
• Excellent attention to detail and accuracy in data handling.
• Good numerical ability and confidence working with figures.
• Strong organisational and time management skills with a methodical approach.
• Clear written and verbal communication skills.
• Proficiency with IT and MS Office, particularly Excel.

Responsibilities

• Assist with administration of trusts and maintain accurate records.
• Process financial transactions and prepare trust accounts.
• Liaise with clients and professional advisers to ensure compliance and deadlines.
• Set up systems and spreadsheets from scratch for the new role.
• Provide general administrative support to the Trusts team.

Skills

Attention to detail

Numerical ability

Organisational skills

Time management

Communication skills

IT proficiency (Excel, Microsoft 365)

Tools

Excel

Microsoft Office

Job description

The Role

Working as part of a busy and supportive team, you'll help administer a portfolio of trusts, ensuring everything is managed accurately, efficiently and in line with legal requirements.

No two days are quite the same and you'll be involved in a wide range of administrative and financial tasks. As this is a new role you will be setting up systems and spreadsheets from scratch so a real chance to make the role your own.

Responsibilities will include:

• Assisting with the administration of trusts
• Maintaining accurate records and documentation
• Processing financial transactions
• Preparing trust accounts and supporting financial administration
• Liaising with clients and professional advisers
• Ensuring deadlines are met and files remain compliant
• Providing general administrative support to the Trusts team

About You

We're much more interested in finding the right person than someone with previous trust experience.

You’ll probably have:

• Previous administration experience
• Excellent attention to detail
• Good numerical ability and confidence working with figures
• Strong organisational and time management skills
• A methodical approach to your work
• Excellent written and verbal communication skills
• Good IT skills, including Microsoft Office particularly Excel

Experience within a legal practice, financial services, accountancy or trust administration would be an advantage but is by no means essential, as full training will be provided.