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Posted about 1 year ago

  • Sector: Trust
  • Job Ref: 38602

Be part of a trusted international provider of financial services with a fast moving, collaborative and creative working environment, where you will be responsible for providing support and assistance to the trust officers and senior staff with the administration of a varied portfolio of trusts and companies.

This agile and entrepreneurial organisation offers a competitive remuneration package, work-life balance along with an employee-led approach to corporate social responsibility, empowering employees to make a real difference to causes they believe in whilst having the support to move your career forward.

Within this role there is a need for liaison and the coordination of activities across a number of subsections of the company and you can expect to encounter changing priorities and differing stations on a daily basis.

Responsibilities will include:

  • Maintaining the highest standards of administration including the periodic production of reports/analyses to third parties

  • Drafting/preparing less complex documents i.e. minutes/resolutions

  • Liaising with investment advisers, asset managers and other professional advisers

  • Attending client meetings with Client Directors and Managers

  • Achieving financial targets as determined by management

Experience and skills required:

  • Hold a recognised qualification, such as STEP or ICSA

  • Excellent written and verbal communication skills

  • Proactive approach to tasks

  • Ability to work using own initiative

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.