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Posted about 1 month ago

  • Sector: Trust
  • Job Ref: 40602

Achieve your highest potential and be part of an award-winning banking and investment firm with a strong global presence, where they place huge value on the talent of their employees in driving their continued success and supporting their growth strategy.

You will assist with the administration of a number of trusts and company structures, ensuring compliance with regulatory requirements and a quality service is delivered to clients.

This is a fantastic opportunity to join a company which encourages and helps their employees to develop to their full potential, achieve their ambitions and celebrate their success.

Responsibilities will include:

  • Administering a varied portfolio of clients and developing strong working relationships

  • Holding and documenting client meetings

  • Acting as an authorised signatory, as required

  • Monitoring and managing any risks to ensure compliance with corporate and regulatory standards

  • Assisting with billing and fee collection

Experience and skills required:

  • Ideally 5-7 years trust or fiduciary experience

  • Hold a relevant professional qualification such as ICSA or STEP certificate and willing to study towards diploma level

  • Ability to understand financial and accounting requirements for trusts and companies

  • Excellent written and verbal communication skills

  • Strong organisational and time management skills

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.