At a Glance
- Tasks: Assist with statutory work and maintain accurate records for trusts and companies.
- Company: Join a team under the guidance of a Senior Trust Administrator or Trust Supervisor.
- Benefits: Opportunity to study towards a relevant professional qualification like STEP Certificate/Diploma.
- Other info: Role involves liaising with clients and intermediaries on non-complex matters.
- Why this job: Engage in diverse tasks while developing your expertise in trust administration.
- Qualifications: Educated to ‘A’ Level standard or equivalent; willingness to pursue professional qualifications.
The predicted salary is between 25000 - 32000 £ per year.
To assist with the day to day running of a portfolio of clients which will contain a mixture of trusts and companies dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.
Job Accountabilities
- Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
- Entering payments and identifying receipts as required
- Preparation of minutes/resolutions of the Trustee / Board for routine matters
- Entity reviews – to assist with clearing any action points following the annual reviews
- Liaison with our respective departments regarding legal, accounting and taxation matters
- Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a non-complex nature
- General administrative tasks relating to the running of Trust and Company structures
- Ad hoc project work of a non-complex nature
Minimum Education and Experience
- Educated to ‘A’ Level standard, or equivalent
- Willingness to study towards a relevant professional qualification i.e. STEP Certificate/Diploma
Required Skills
- Strong written and verbal communication skills
- Good problem solving skills
- A good team player
- Ability to work to deadlines with minimum supervision
Trust Assistant Administrator employer: Praxis Group
This role is based in a dynamic environment where you will support a portfolio of clients. You will work closely with a Senior Trust Administrator, gaining valuable experience in trust and company structures. The company encourages professional development through qualifications like the STEP Certificate.
We think you need these skills to ace Trust Assistant Administrator
Statutory Record Maintenance
Payment Processing
Preparation of Minutes/Resolutions
Entity Review Assistance
Liaison with Legal, Accounting and Taxation Departments
Client Communication
General Administrative Tasks
