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.