Trust Associate (Private Clients)

📋 Description

• Ensure compliance with trust regulatory requirements and company policies.
• Administers a portfolio of trusts with approx. 5.5 hours per day billable.
• Conducts trust and investment reviews and ongoing monitoring.
• Reviews trust financial statements and bank statements as needed.
• Oversees billing and collection of receivables; maintains trust records.
• Attends to correspondence within 3 working days and coordinates meetings.

🎯 Requirements

• Formal trustee qualification (TEP or ICSA) or related degree.
• Minimum 5 years' trust administration experience.
• Broad knowledge of trust/estate administration, accounting and investments.
• Assists with staff training and development; strong teambuilding.
• Proficient in Microsoft Word (Office).
• Strong written and oral communication; discretion and confidentiality.