Trust & Private Client Administrator (STEP) | 3+ yrs Experience

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 30,000 - 50,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking a Trust Client Administrator to provide high-quality service in managing a portfolio of Trust and Companies for high net worth clients. The successful candidate should have a professional qualification (STEP or equivalent) and at least 3 years’ experience in Trust Administration. This role requires daily administration and compliance support, ideal for those with a strong background in private client services.

Qualifications

• Relevant professional qualification (STEP or equivalent) required.
• Minimum of 3 years' experience in Trust Administration or Private Client Administration.

Responsibilities

• Assist in the day-to-day administration.
• Maintain and update client due diligence and statutory records.
• Support senior team members in ensuring compliance with internal policies and regulatory requirements.

Job description

A financial services firm in the United Kingdom is seeking a Trust Client Administrator to provide high-quality service in managing a portfolio of Trust and Companies for high net worth clients. The successful candidate should have a professional qualification (STEP or equivalent) and at least 3 years’ experience in Trust Administration. This role requires daily administration and compliance support, ideal for those with a strong background in private client services.