Trainee Trust Administrator

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We have an exciting new opportunity for a Trainee Trust Administrator to join a fiduciary service provider. This would be an ideal role for someone who has recently finished their studies and is looking to enter the world of financial services.

The successful candidate will provide assistance to trust teams and their clients in respect of administration of trust and companies.

In return our award winning client offers a competitive package and a supportive working environment where professional and personal development of all employees is encouraged.  This is a great opportunity to join a successful company who promote a suitable work-life balance, which is reflected in a very low turnover of staff.


  • Preparation of relevant documentation for bank transfers, lodgement/release of instruments placed with banks for safekeeping, emails and fees
  • Preparation of minutes of statutory and other meetings as advised by trust officers and senior trust officers
  • Preparation of relevant documentation for change in client circumstances 
  • Filing of documents in accordance with laid down procedures
  • Preparation of application forms for bank and investment accounts and other forms required for client companies and trust
  • Advising trust officers of deficiencies in statutory records
  • Preparation of urgent documentation in the event of the non-availability of the Trust Secretary
  • Various computer input tasks as delegated
  • Liaison with bookkeepers and accountants to ensure that they receive all relevant documents to enable the proper maintenance of accounting records and annual accounts to be prepared


  • Competency in Microsoft packages. Training will be provided for other in-house packages as required
  • Willingness to study for professional qualifications


  • Attention to detail
  • Ability to work effectively both independently and as part of a team
  • Excellent interpersonal skills and ability to communicate effectively with clients and colleagues at all levels
  • Strong time management and organisational skills with an ability to meet deadlines
128 days ago
Job Title
Trainee Trust Administrator
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