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Posted about 2 months ago

  • Sector: Trust
  • Job Ref: 39364

Work in a fast moving, collaborative and employee-led working environment within an international provider of financial services. During this 12 month fixed term contract you will have the opportunity to make a real difference in supporting the team members to achieve the organisation’s renowned high levels of service.

Responsibilities will include:

  • Administering a portfolio of trust and company structures including those of a complex nature

  • Reviewing annual accounts on client portfolios and working with bookkeepers and accountants to ensure correct information is recorded

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

  • Drafting/preparing documents such as minutes/resolutions/small agreements etc.

  • Attending client meetings with the expectation to develop a close working relationship with such clients

Experience and skills required:

  • Either hold or currently working towards a relevant professional qualification such as ICSA/STEP

  • Experience in a similar role/trust environment

  • Strong organisational and time management skills

  • Good communication skills, both written and verbal

  • Ability to manage changing priorities and differing situations

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.