Trust Administrator
Altitude Recruitment
An established, independent fiduciary group is looking for a Trust Administrator to join their growing team.
The Role
You will take ownership of a portfolio of private clients, managing their trust and company structures end-to-end. This is a hands-on administration role where accuracy, client relationships, and attention to detail matter.
Key Responsibilities
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Administration of trust, company, and private client relationships in line with relevant governing documents
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Drafting basic trust and company minutes and resolutions
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Managing correspondence with clients, banks, lawyers, accountants, and other professional firms
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Liaising with service providers (bankers, investment managers, registered offices) for day-to-day matters
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Preparing bank account opening forms and investment/subscription forms
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Processing company incorporations and terminations
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Maintaining accurate financial records, reconciling bank accounts, and recording all transactions
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Accurately recording time spent on client structures
What We’re Looking For
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Prior experience in an administrative role is essential — candidates without relevant experience will not be considered
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Part-qualified or working towards a professional qualification (e.g. STEP) is advantageous
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Strong written and verbal communication skills
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Excellent organisational and time management abilities
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Confident working within a busy team environment
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Comfortable with IT systems including electronic filing and database tools
What’s On Offer
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Competitive remuneration package in line with experience
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Healthcare and pension scheme
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Genuine career development opportunities
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A collaborative, flexible, and inclusive working culture