Are you an organised Trust Administrator looking for your next step? An exciting opportunity has arisen to join a close-knit Private Client team within a leading international fiduciary business. Working with wealthy families, family offices and owner-managed businesses, you will help manage a varied portfolio of trust structures, delivering a discreet and professional service throughout.
The successful candidate will be involved in:
- Supporting the day-to-day administration of a portfolio of private client trust structures
- Preparing and submitting statutory returns
- Assisting with bank account openings and processing payments
- Maintaining accurate client records, including bank statements, safe custody and protector consents
- Liaising regularly with clients and building strong working relationships across the team
This role would suit someone with previous experience in a trust or fiduciary administration role who enjoys taking ownership of their work. A keen eye for detail, a proactive approach and the confidence to work on your own initiative are essential. Ideally, you will hold or be working towards a STEP or ICSA qualification, and there is excellent support available to help you continue developing your career.
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