Back to Job Search

Posted about 2 months ago

  • Sector: Trust
  • Job Ref: 39712

A fantastic opportunity to join a highly regarded independent trust company for up to a 12 month period, where providing a professional and an adaptable service to clients is at the heart of this business.

In this varied role you will work within a supportive and professional environment, managing a portfolio of trust and company structures, including medium to high risk clients, working competently and autonomously with limited support from other team members.

If you are a motivated and energetic trust professional looking for a new client facing contract role in a small organisation, this could be the ideal role for you.

Responsibilities will include:

  • Providing trust and company administration services, including progressive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards

  • Accurately dealing with all issues and administration related tasks for a portfolio containing some complex client structures

  • Efficiently handling all communications, ensuring all matters arising are fully and efficiently dealt with whilst providing a high standard of service

  • Building and maintaining successful relationships with clients within the portfolio

  • Carrying out comprehensive annual reviews of trusts and companies within the portfolio

  • Motivating, encouraging and appraising junior members of staff in order that the overall service provided meets with the needs of both clients and the business

Experience and skills required:

  • Minimum 5 years' trust and company experience

  • Diploma qualified STEP or ICSA or equivalent

  • Self-motivated and have the ability to work calmly under pressure

  • Good level of judgement and logical approach to problem solving

  • Strong interpersonal skills in dealing with clients, colleagues and senior management

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.