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St Peters Trust – Trust Client Administrator / Officer

Our client, St Peters Trust are looking for a Trust Client Administrator/Officer to provide a consistently high-quality service in the daily administration of a portfolio of Trust and Companies for high net worth private client individuals.

The successful candidate will have a minimum of 2 years’ experience in a Trust Admin role, or a high level of office admin experience in another environment with a keen interest in developing into trust admin.

Main Duties & Responsibilities

  • Assist in the administration of Trust, Company and other Private Client relationships
  • Draft Trust and Company minutes and correspondence to clients
  • Maintain and update client due diligence
  • Record information on database to include electronic filing
  • Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionals

Key Skills & Experience required

  • Excellent time and organisational skills, superb analytical skills and an innate ability to know what the client wants
  • 2-3 years’ experience within a Trust/Admin role
  • No qualification needed but should be willing to work towards one
  • Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system

St Peters Trust are advertising this position as a full-time role, however part-time and flexible hours will be considered, with salary and a competitive benefits package offered on a pro-rata basis.

For further information about this role please email: [email protected]

 

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