Trust Client Administrator/Officer

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

Job summary

A respected fiduciary business in Scotland is seeking a Trust Client Administrator/Officer to administer a diverse portfolio of trust and client structures. The role offers excellent training and career progression opportunities. Candidates should have experience in trust or company administration, strong communication skills, and be well-organised. Apply now with your CV.

Qualifications

• 1-3 years' experience in trust, company or private client administration.
• Good understanding of fiduciary structures and regulatory requirements.
• Well-organised and diligent with a proactive approach.

Responsibilities

• Assist in the day-to-day administration of trust and company structures.
• Draft correspondence and documentation for clients.
• Maintain accurate client due diligence and statutory records.

Skills

Trust administration

Company administration

Attention to detail

Excellent communication

IT skills

Record-keeping

Education

Relevant professional qualification (STEP or CGI)

Job description

Join a respected fiduciary business as a Trust Client Administrator/Officer, supporting the administration of a diverse portfolio of trust, company and private client structures. This role offers excellent scope for training and career progression.

Location

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

• Assisting in the day-to-day administration of trust, company and private client structures.
• Drafting correspondence, minutes, and documentation for clients and internal records.
• Maintaining accurate client due diligence and statutory records.
• Ensuring all data is accurately recorded within internal databases and electronic filing systems.
• Liaising directly with clients, beneficiaries, investment managers, bankers, and professional advisors.
• Supporting senior team members to ensure compliance with company procedures and regulatory requirements.
• Contributing to ongoing improvements in administrative processes and client service delivery.

Skills / Qualifications

The ideal candidate will have 1-3 years' experience in trust, company or private client administration, with a good understanding of fiduciary structures and regulatory requirements. They will be well-organised, diligent, and comfortable managing multiple priorities. A relevant professional qualification such as STEP or CGI (or progress towards one) would be advantageous. Excellent communication, attention to detail, and a proactive approach are essential, along with strong IT and record-keeping skills.

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

If you wish to apply for this role, please submit your CV via the Apply Now button below.

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