This is an excellent opportunity for an experienced trust professional to take ownership of a varied portfolio of private and corporate clients, supporting relationship management, complex administration and the delivery of high-quality client service within a collaborative environment.
What You’ll Do
- Manage the day-to-day administration of a portfolio of trust and company structures.
- Develop and maintain strong relationships with clients, intermediaries and other stakeholders.
- Ensure client records, statutory documentation and internal systems are maintained accurately.
- Respond to client queries and requests, providing a professional and efficient service.
- Support the onboarding of new business and ongoing administration of existing structures.
- Liaise with colleagues across the business to ensure the smooth delivery of fiduciary services.
- Assist with the review of administrative work and support junior team members where required.
What You’ll Need
- Previous experience in trust and company administration within a fiduciary environment.
- Ability to manage a portfolio of clients with a high degree of autonomy.
- Strong understanding of trust and corporate structures.
- Excellent organisational skills and attention to detail.
- Confident communication and relationship management skills.
- Ability to manage competing priorities and meet deadlines.
- Relevant professional qualifications, or working towards them, would be advantageous.
Why Join?
- Opportunity to manage a diverse portfolio of clients and structures.
- Supportive and professional working environment.
- Exposure to complex fiduciary matters and client relationships.
- Ongoing professional development and career progression opportunities.
- Varied role offering both technical and client-facing responsibilities.
More information about this role is available upon request. Contact our team today for a confidential discussion.
