Trainee Trust Administrator

Our client is seeking a Trainee Trust Administrator to join their team.

You will assist with the administration of a portfolio of private client trusts and companies under the supervision of the Manager.

Principle Accountabilities:

  •  Always strive for excellent client service and delivery
  • Preparing payment packs and making payments
  • Bookkeeping under the supervision of a Senior Administrator/Assistant Manager
  • Assistance with the preparation of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
  • Scanning and collation of documents required for new investments and accounts
  • Communicating with intermediaries by email, letter and telephone
  • Assistance with the preparation of reporting to clients
  • To ensure that timesheets are completed on a daily basis
  • To achieve chargeability, WIP, recoverability and debtor targets within deadlines set
  • To apply internal risk management procedures
  • To know the main contacts and build good relationships with clients and other service providers

Skills, knowledge & Attributes

  • Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
  • Well organised - with accuracy and timely completion of work
  • Good administrative skills are required
  • Strong numeracy skills are essential
  • Ability to adapt to a variety of work on a number of clients
  • Flexible, with the ability to work to time pressures and react calmly to changing demands
  • Good working knowledge of Microsoft Office packages, particularly Word and Excel
  • To be brave enough to ask questions and raise issues appropriately

For more information, please contact Jamie on 707812 or email your CV to

Job Posted: 
Mon, 01 Jul 2024
Closing Date: 
Sun, 29 Sep 2024

Share this job

Cookies on this website
We need to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.