Trust Assistant Administrator

Job Summary

To assist with the day to day running of a portfolio of clients which will contain a mixture of trusts and companies dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.

Job Accountabilities

Day to day duties will include:

• Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
• Entering payments and identify receipts as required
• Preparation of minutes/resolutions of the Trustee / Board for routine matters
• Entity reviews – to assist with clearing any action points following the annual reviews
• Liaison with our respective departments regarding legal, accounting and taxation matters
• Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a non-complex nature
• General administrative tasks relating to the running of Trust and Company structures
• Ad hoc project work of a non complex nature

Minimum Education and Experience

• Educated to ‘A’ Level standard, or equivalent
• Willingness to study towards a relevant professional qualification i.e. STEP Certificate/Diploma

Required Skills

• Strong written and verbal communication skills
• Good problem solving skills
• A good team player
• Ability to work to deadlines with minimum supervision

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