Role overview
Job Summary:
We are seeking a dynamic and detail-oriented individual to join our team as a Trust Administrator. In this role, you will play a crucial part in the day-to-day operations of managing a diverse portfolio of clients, encompassing trusts and companies with various arrangements.
Job Accountabilities:
As a Trust Administrator, your responsibilities will include:
- Ensuring that statutory records are meticulously supported and kept up to date
- Conducting annual reviews for all entities within your assigned portfolio
- Collaborating with different departments to address accounting and taxation matters
- Engaging with clients and intermediaries through effective telephone and written communication
Minimum Education and Experience:
To be successful in this role, you should meet the following criteria:
- Educated to 'A' Level standard or equivalent
- A minimum of two years' relevant experience managing your own portfolio of clients
- Currently studying or having the willingness to pursue a relevant professional qualification (e.g., STEP Certificate/Diploma)
Required Skills:
The ideal candidate will have the following skills:
- Strong written and verbal communication skills
- Excellent problem-solving abilities
- A collaborative team player
- Capability to work independently and meet deadlines with minimal supervision
We are looking to receive applications from local applications not requiring a housing licence.