Trust Administrator – Private Wealth

About the role

We are seeking a proactive and detail‑oriented Trust Administrator to join our Private Client team. This role offers exposure to a diverse portfolio of trust structures and close collaboration with clients, beneficiaries, bankers, investment managers and other advisers.

Key responsibilities

• Assist with administering trust structures and conducting trust, investment and transaction reviews.
• Review and reconcile bank statements, handle billing and collection of receivables.
• Maintain accurate trust records, client files and database entries.
• Respond to incoming correspondence within three working days and support client meeting preparation.
• Liaise with corporate administrators, bankers, protectors, investment managers, settlors and beneficiaries.

Required profile

• Good organisational skills with the ability to prioritise workload.
• Strong written and oral communication skills and the ability to deal courteously with clients, attorneys and colleagues.
• Discretion and confidentiality in handling sensitive information.
• Foundation Certificate in International Trust Management is a benefit but not required.

Required skills

• Proficiency with Microsoft Office suite, especially MS Word.
• Experience using Viewpoint (or similar trust administration software) is an asset.