Trust Administrator - September 2026 start date

Saffery Trust • Allen, TX

8d • Onsite

About The Position

We’re looking for enthusiastic school leavers who demonstrate our core values and want to build a rewarding career delivering client service excellence. Working within a trust and corporate services team assisting with general administration duties for a portfolio of clients.

Requirements

• Successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, to include English and Maths
• Effective and confident communication skills along with the ability to converse with a range of people
• Ability to organise work schedule over the short term, with support if needed
• Ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
• Evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service

Responsibilities

• Assisting with the set up and maintenance of client information into the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
• Completing the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements
• Assisting with the opening and closing of entity bank accounts and assisting with review of incoming funds into client bank accounts, and working towards becoming competent in liaison with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions
• Preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs
• Preparing routine investment review minutes
• Developing an understanding of the firm’s policies and procedures and how they impact day-to-day work
• Developing an awareness of tax and taking note of warning messages along with gaining knowledge on the formation of legal entities and trusts
• Updating the timekeeping system in line with expectations and striving to meet utilisation targets

Benefits

• a competitive salary
• flexible working and dress for your day policies
• full financial support and study leave for professional development
• top-level health insurance for our people
• annual performance-based bonuses
• e-bikes free for staff use and opportunities to take part in green initiatives
• regular sports and social events as well as opportunities to support local charities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED