Trust Officer/Administrator

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 32,000 - 52,000; Full time

Job summary

A well-established provider of private wealth services in Scotland is seeking a Trust and Company Administrator to manage client portfolios and ensure compliance with regulations. The ideal candidate has 2-5 years of experience in fiduciary services and a relevant qualification such as STEP or ICSA. Responsibilities include administering client portfolios and preparing legal documentation.

Qualifications

• 2-3 years experience for Administrator level or 3-5 years for Officer level.
• Strong knowledge of local fiduciary regulations.
• Proactive and well-organized with strong client liaison skills.

Responsibilities

• Administer client portfolios for trusts and companies.
• Prepare trust deeds, resolutions, and statutory filings.
• Ensure compliance with local and international regulations.
• Maintain accurate records of transactions, distributions, investments and financial activities.
• Ensure full compliance with relevant local and international regulatory requirements.
• Support client meetings, prepare updates and resolve queries promptly.
• Carry out AML and CDD checks for new and existing clients.
• Monitor client structures for risk and escalate concerns per internal procedures.
• Stay current on regulatory changes and industry developments.

Skills

Trust and company administration

Regulatory compliance

Client liaison

Record keeping

Regulatory compliance

Education

STEP or ICSA qualification

Tools

Microsoft Office

Job description

This role offers the opportunity to develop or expand your trust and company administration career within a well-established Guernsey-based provider of private wealth and pension services. With a diverse client base and a strong team environment, the successful candidate will manage their own portfolio and contribute to the delivery of high-quality, compliant fiduciary services.

Location

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

• Administering a portfolio of trust and company clients, including establishment, maintenance, and termination of structures.
• Preparing documentation such as trust deeds, resolutions, minutes, and statutory filings.
• Liaising with clients, beneficiaries, legal advisors, and intermediaries to ensure smooth day-to-day management.
• Maintaining accurate records of transactions, distributions, investments, and financial activities.
• Ensuring full compliance with relevant local and international regulatory requirements.
• Supporting client meetings, preparing updates, and resolving queries promptly and professionally.
• Carrying out AML and CDD checks for new and existing clients.
• Monitoring client structures for risk and escalating concerns in line with internal procedures.
• Staying current on regulatory changes and industry developments.

Skills / Qualifications

The ideal candidate will have 2-3 years' experience for the Administrator level or 3-5 years' experience for the Officer level, gained within trust, pensions, or fiduciary services. A relevant professional qualification such as STEP or ICSA is preferred or study towards one will be supported. Strong knowledge of local fiduciary regulations and defined contribution pension schemes would be beneficial. Applicants must be proactive, well-organised, and confident in liaising with both clients and professionals.

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.