Source Recruitment
Assistant Trust Manager
Trust / Administration, Secretarial & PA
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- Job type
- Full-time
- Contract type
- Permanent
- Location
- Office
- Start date
- Not specified
- Salary
- Not specified
The Position
We’re looking for an experienced and proactive Assistant Trust Manager to join a busy and collaborative team.
The Responsibilities
This role is ideal for someone who enjoys balancing hands-on client work with team supervision and is confident working with complex trust and company structures. You’ll be supporting the management team across a wide range of responsibilities—from reviewing valuations and handling client queries to preparing board packs, managing KYC requirements, and ensuring timely completion of billing and transactions.
Experience / Qualifications / Education
To thrive in this role, you’ll need at least 5 years’ experience in a Trust & Company environment, be professionally qualified (ICSA/ACCA/ICAEW or equivalent), and have strong admin skills. A background in tax, legal, or accounting work is a plus.
If you’re looking to step into a role where you can lead by example and make a real impact, we’d love to hear from you.
Benefits
Competitive
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