Senior Trust Administrator

Your new company A boutique family office specialising in the management of portfolios for family and charitable trusts, offering a highly personalised and relationship-driven service.

The firm works closely with trustees and beneficiaries to preserve and grow capital over the long term, with a disciplined and considered approach to investment strategy.

Your new role This role is directly responsible for the ownership of a portfolio of family and charitable trusts and overseeing both the administrative and compliance requirements.

The role involves liaising directly with clients and advisers, ensuring accurate reporting across accounts and tax, and supporting more complex trust matters with a higher level of responsibility and judgement.

Key responsibilities include: Managing a portfolio of trusts and estates, overseeing all administrative activity including payments, distributions, cashflow management and beneficiary arrangements Preparing and reviewing trust accounts and tax returns across income tax, CGT and IHT, including more complex calculations such as 10-year and exit charges Acting as a key point of contact for trustees, beneficiaries and professional advisers, handling correspondence and building strong working relationships Monitoring bank accounts and investment activity, ensuring accurate reconciliations and effective cash management across portfolios Supporting...