Job Description

Our client is a successful mid-sized professional services firm and is seeking a Trust administrator to join the team.
Please contact Chezereen Williams by emailing your cv directly in word format with job reference no JOB- 14663 to chezereen@theedgepartnership.com
Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful.
EA License Number: 16S8131
Recruiter License Number: R24121355 chezereen@theedgepartnership.com
Key responsibilities

• Manage client portfolios, ensuring compliance, governance, and accurate financial records.
• Handle client onboarding which includes trust setup, KYC documents, and compliance forms for new clients.
• Keep client records updated, follow up on due diligence, and assist with bank account openings in line with compliance regulations
• Manage documentation, prepare resolutions, maintain organized files, and update corporate records.
• Handle invoices, track payments, assist with insurance, and support projects as needed.

• A bachelor's degree in accounting or finance.
• Minimum of 4 years of experience in Trust or Corporate services.
• Detail-oriented, manage records accurately, analyze data effectively, and write clear reports.
• Ability to build strong client relationships, handle pressure calmly, and prioritize tasks to meet deadlines with accuracy.