Trust & Company Administrator

Full Time
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Trust & Company Administrator


This role involves administration work to support a small portfolio of trust and company clients.


Responsibilities will include a range of duties to support a small portfolio of trusts and companies. This role reports to the Trust Manager.


  • Processing client requests for information in a timely and accurate way.
  • Actioning payments and distributions in relation to client entities.
  • Checking and understanding investments made and proposed for client entities and ensuring all documentation is completed.
  • Liaising with the Client Accounting Team to ensure up to date accounting records;
  • Liaising with the Legal Department for the preparation of legal agreements;
  • Drafting minutes and ensuring client files are well maintained in an orderly fashion.
  • Maintaining a diary of actions made and planned for client entities ensuring a thorough and organised approach that takes account of compliance and due diligence responsibilities.
  • Attending meetings (supporting the Assistant Trust Manager and/or the Trust Manager) with service providers as required, recording actions and providing action as required.
  • Working as part of a small team to achieve the departmental standards.
  • Taking responsibility for own personal development, in line with agreed annual performance appraisal objectives.
  • Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.


Person specification

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