Trust Administrator
Core
Administer Legal Claims Trusts (Medical Negligence and RAF), managing assets, investments, and distributions to beneficiaries in accordance with trust deeds and legislation.
Role type
Trust Administrator
Builds
Trust asset portfolios and beneficiary distributions
Domain
Financial Services / Fiduciary Services
Deliverable
client delivery
Required skills
Trust administration, fiduciary services, investment administration, tax compliance, risk monitoring, financial reporting
Preferred skills
Estate and Trust Diploma, advanced trust administration experience
Technologies
trust administration systems
Responsibilities
Administer trusts in accordance with deeds and legal requirements; manage property-related matters including insurance and tenant administration; prepare investment proposals and monitor portfolios; ensure tax compliance and submit returns; review and validate financial statements; serve as primary contact for beneficiaries and stakeholders
Seniority
Mid-level, hands-on IC