Senior Trust Administrator

Posted 4 hours 55 minutes ago by Praxis Group

Permanent
Full Time
Other
Not Specified, United Kingdom
Job Description
Senior Trust Administrator

Praxis Group

Full time

Ref:

Opened: 30/10/2026

Closes: 13/11/2026

Job Summary

Day to day running of a portfolio of clients which will contain a mixture of trusts and companies, dealing with a wide variety of arrangements which may be of a complex nature under the supervision of a Trust Manager.

Job Accountabilities

The day to day running of own portfolio of clients. Tasks will involve:

  • Statutory work - ensuring that statutory records are kept up to date and are accurately maintained at all times
  • Entering payments and identify 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, and such matters will range in complexity
  • General administrative tasks relating to the running of Trust and Company structures
  • Ad hoc project work of a complex and non-complex nature
  • To train and assist junior staff with queries/problems
Minimum Education and Experience
  • Educated to 'A' Level standard, or equivalent
  • A minimum of 3 years' relevant experience during which own portfolio of clients has been managed
  • A relevant professional qualification i.e. STEP Certificate/Diploma
Required Skills
  • Strong written and verbal communication skills
  • Good problem solving skills
  • A strong team player
  • Ability to work to deadlines with minimum supervision

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