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Posted 16 days ago

  • Sector: Trust
  • Job Ref: 41625

Reach your potential in an entrepreneurial fiduciary group, which offers a unique environment where employees can reach their full potential, promoting work life balance, diversity and inclusion, alongside a comprehensive benefits package.

Joining the thriving trust team, you will administer a mixed private client portfolio whilst ensuring client needs are met.

If you have previous trust experience and are looking to take the next step in your career, this could be the opportunity for you. 

Responsibilities will include:

  • Assisting with the administration of a portfolio of clients and ensuring a quality service is provided

  • Preparing minutes, arranging board meetings and presenting documents for review

  • Forming companies and arranging for trusts to be established​

  • Preparing and processing bank transfer instructions​

  • Accurately maintaining client files and dealing with third party service providers in regards to property management, sales and letting​

Experience and skills required:

  • Minimum 2 years’ administration experience ​

  • Either currently or willing to study towards a professional qualification​

  • ​Good attention to detail

  • Excellent organisational skills​

  • Ability to work well within a team and independently using own experience ​

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.