An exciting opportunity has arisen for an Assistant Trust Administrator or Trust Administrator to join a dynamic private wealth team.
This role involves supporting the administration of client structures by accurately completing core workflows, managing client data, coordinating bank account openings, and processing payments in line with AML, sanctions, and CFT regulations. You'll collaborate closely with client managers, liaise professionally with third-party providers, and ensure precise document handling and time recording to meet service and billing standards. The ideal candidate will possess strong interpersonal and communication skills, be a team player, and demonstrate a solid understanding of compliance and regulatory requirements. Experience with NavOne and document management systems is preferred. Candidates studying towards STEP or ICSA qualifications are encouraged to apply. This is a great opportunity for a detail-oriented professional committed to continuous development in the private wealth sector.