Trust and Corporate Administrator

Job Description

Company Introduction

Job Responsibilities and Duties

• Oversee the setup and day-to-day administration of a portfolio of trusts and companies across a variety of arrangements;
• Liaise with clients, professional advisors, intermediaries, and government authorities via telephone and written correspondence;
• Attend client meetings and represent the team in a professional manner;
• Draft minutes, resolutions, and related documents for both routine and complex transactions;
• Coordinate and assist with bank account setups and other administrative applications as required;
• Maintain accurate and up-to-date statutory records for all entities;
• Conduct annual reviews of entities to ensure ongoing compliance and accuracy;
• Ensure adherence to company standards, internal policies, and regulatory procedures;
• Support ad hoc project work as directed by management;

Experience

• Hold a minimum of 2 years' experience managing a portfolio of clients within a trust or corporate services environment;
• Educated to A-Level standard or equivalent;
• Hold or study towards the STEP qualification is an advantage, though not required;

Personal Skills

• Communicate effectively in English, both verbally and in writing;
• Demonstrate solid numeracy skills and confidence in using standard computer applications;
• Bring a proactive, positive attitude with a willingness to take initiative;
• Work well within a team and contribute positively to a collaborative environment;
• Manage workload effectively, meet deadlines, and operate with minimal supervision;