At a Glance
- Tasks: Administer trust and company structures while liaising with clients and stakeholders.
- Company: Join a dynamic team delivering tailored fiduciary services across multiple jurisdictions.
- Benefits: Gain valuable experience in a varied role with opportunities for professional growth.
- Other info: Proactive team players will thrive in this fast-paced, evolving environment.
- Why this job: Make a real impact by managing diverse portfolios and supporting client needs.
- Qualifications: 5 years' experience in trust administration and strong communication skills required.
The predicted salary is between 31500 - 38500 £ per year.
Join a dynamic team delivering tailored fiduciary services to private clients across multiple jurisdictions.
This role offers responsibility, variety and the opportunity to work closely with internal and external stakeholders.
Duties for this role include, but are not limited to
- Administering a portfolio of trust and company structures.
- Preparing statutory documentation including minutes, agreements and trust instruments.
- Liaising with clients, intermediaries and external institutions.
- Processing payments, distributions and investment transactions.
- Supporting the purchase and sale of assets including property and investments.
- Maintaining accurate client records and ensuring all investments are up to date.
- Ensuring client due diligence documentation is complete and current.
- Preparing client reports and supporting ongoing client servicing.
- Assisting with bookkeeping and general administrative tasks.
- Supporting team objectives and undertaking additional duties as required.
Skills / Qualifications
The ideal candidate will have a minimum of 5 years' experience within trust and company administration and hold, or be working towards, a STEP or ICSA qualification.
They will demonstrate strong communication and organisational skills, with the ability to manage workloads independently and meet deadlines.
A proactive, team-focused approach and a willingness to adapt to changing regulatory requirements are essential.
For a full job description or further information on this role, please call 711188, or email jobs@leapfrogjobs. com.
If you wish to apply for this role, please submit your CV via the Apply Now button below.
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Senior Trust & Company Administrator employer: Leapfrog Limited
As a Pensions Administrator with us, you'll be part of a supportive and dynamic work culture that prioritises professional growth and development. Our commitment to hands-on training ensures you gain valuable expertise in financial services while working in a collaborative environment that values attention to detail and client satisfaction. Located in a vibrant area, we offer a range of benefits that enhance your work-life balance, making us an excellent employer for those seeking a meaningful career in pensions administration.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trust & Company Administrator
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We think you need these skills to ace Senior Trust & Company Administrator
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
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How to prepare for a job interview at Leapfrog Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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✨Connect with Company Goals
Familiarise yourself with Leapfrog Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
