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Bullfinch Recruitment

Trust Administrator / Junior Trust Administrator

St Peter Port, GGPosted 6 days ago
onsite

Job Description

Role Overview

Our client is seeking a Trust Administrator who will support the day-to-day administration of trust, company, and private client structures.

Working closely with senior administrators and trust officers, the successful candidate will assist with administrative tasks, maintain accurate client records, and help ensure client structures are managed efficiently and in line with regulatory requirements.

This role offers strong exposure to fiduciary administration processes and provides a solid platform for developing technical knowledge within the trust and corporate services sector.

Key Responsibilities

Trust and Company Administration

  • Assist with the day-to-day administration of trust and company structures

  • Prepare documentation including minutes, resolutions, and client correspondence

  • Maintain accurate client records and statutory documentation

  • Support bookkeeping processes and record transactions where required

  • Maintain organised client files and document management systems

  • Assist with administrative updates to client structures

Client and Intermediary Support

  • Liaise with clients, bankers, lawyers, and other professional intermediaries

  • Respond to client queries and administrative requests in a professional and timely manner

  • Assist with preparation of documentation for client reviews or meetings

  • Support senior team members in maintaining strong client relationships

Governance and Compliance Support

  • Assist with maintaining client due diligence and KYC documentation

  • Ensure client records are maintained in line with internal procedures and regulatory requirements

  • Support company secretarial and administrative filings where required

  • Escalate potential issues or discrepancies to senior team members where appropriate

Team Contribution

  • Organise workload effectively and meet agreed deadlines

  • Maintain accurate and efficient filing systems

  • Support colleagues with administrative tasks and projects when required

  • Contribute positively to the team environment and overall operational efficiency

Candidate Profile

Experience

  • Experience within trust administration, corporate services, or fiduciary services preferred

  • Typically suited to candidates with early career experience in the sector (1-3 years)

  • Exposure to trust or company administration within a fiduciary environment advantageous

Skills and Attributes

  • Strong organisational skills and attention to detail

  • Clear written and verbal communication skills

  • Professional and client-focused approach

  • Ability to manage multiple administrative tasks effectively

  • Strong interpersonal skills and ability to work collaboratively

  • Positive attitude and willingness to learn

Trust Administrator / Junior Trust Administrator at Bullfinch Recruitment | Renata