This role offers the opportunity to manage a varied portfolio of trust and company structures, maintain strong client relationships, and contribute to the delivery of high-quality fiduciary services within a collaborative environment.
What You’ll Do
- Administer a portfolio of trust and company structures, including transactions, payments, and asset administration.
- Build and maintain strong relationships with clients, intermediaries, and key stakeholders.
- Attend client meetings and support the onboarding of new business opportunities.
- Ensure client records, risk assessments, and due diligence requirements remain accurate and up to date.
- Support regulatory compliance and periodic review processes.
- Work closely with colleagues and senior management to deliver excellent client service.
What You’ll Need
- Previous experience in trust, corporate, or fiduciary administration.
- A relevant professional qualification such as STEP, CGI, ACCA, or equivalent.
- Strong understanding of fiduciary services and regulatory requirements.
- Excellent communication, organisational, and relationship-management skills.
- High attention to detail with the ability to manage competing priorities and deadlines.
- Proficiency in Microsoft Office applications, particularly Outlook, Word, and Excel.
Why Join?
- 6-12 month fixed-term opportunity with a respected financial services organisation.
- Exposure to a diverse portfolio of trust and corporate structures.
- Opportunity to work alongside experienced fiduciary professionals.
- Collaborative and supportive team environment.
- Varied and client-focused role with responsibility and autonomy.
- Chance to further develop technical, regulatory, and relationship-management expertise.
More information about this role is available upon request – contact the team today for further details.
