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Posted 3 months ago

  • Sector: Trust
  • Job Ref: 38795

​Work in a fast moving, collaborative and employee-led working environment within an international provider of financial services, where you will make a real difference as part of their busy and challenging trust team.

This is a great opportunity to join an organisation that places great emphasis on investing in their employees, to ensure they fulfil their ambitions whilst rewarding them for their commitment and dedication.

Responsibilities will include:

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

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

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

  • Drafting/preparing documents i.e. minutes/resolutions/small agreements etc. as and when appropriate

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

Experience and skills required:

  • Ideally, STEP/ICSA qualified or working towards their qualifications

  • 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.