About the Role
We are looking for a motivated and organised Trust Management Administrator to join our growing Trust Management team.
Trust Management is the largest department within the business and is responsible for supporting thousands of clients across the UK. As part of the team, you will help administer trusts where the company acts as Trustee, ensuring clients receive a professional, efficient, and supportive service.
This is not a typical administration role. Alongside core administrative responsibilities, you will gain experience in client relationship management, legal and financial documentation, case management, payments, tax coordination, and trust administration. The role offers a unique opportunity to develop specialist knowledge within a professional services environment while making a meaningful difference to clients and their families.
You do not need previous trust experience to be successful in this role. We are looking for someone with strong organisational skills, a positive attitude, and a willingness to learn. Full training and ongoing support will be provided, and many of the skills required can be developed through experience within the team.
This is a varied and client-focused position where no two days are the same. You will take ownership of your own caseload, build relationships with clients and professional advisers, and play an important role in helping matters progress smoothly from start to finish.
Principal Responsibilities
As a Trust Management Administrator, you will:
- Manage your own caseload of trust administration matters, ensuring tasks are completed accurately and within agreed timescales.
- Act as a key point of contact for clients, beneficiaries, providers, and professional advisers, responding to queries by telephone and email.
- Maintain accurate trust records, documentation, and internal systems.
- Review files and documentation, identifying outstanding actions and helping to move matters forward.
- Prepare information and documentation required for client and trustee meetings.
- Draft client correspondence and provide updates on ongoing matters.
- Arrange and allocate payments to and from trusts, ensuring accuracy and compliance with internal procedures.
- Support the completion of trust tax returns and related administration.
- Monitor and manage shared team inboxes.
- Liaise with internal departments including Estate Planning, Probate, Accountancy, and Conveyancing to ensure clients receive a joined-up and efficient service.
- Assist with the preparation of documentation that records trustee decisions and trust transactions.
What a Typical Day Might Look Like
A typical day could include:
- Speaking with clients and beneficiaries to answer questions and provide updates.
- Reviewing documentation received from clients and external providers.
- Preparing information for upcoming trustee meetings.
- Processing trust payments and updating records.
- Liaising with professional advisers and internal teams to progress client matters.
- Managing your workload and prioritising actions across multiple cases.
The role combines administration, problem-solving, client communication, and case management, providing a varied and engaging working environment.
About You
We are looking for someone who is organised, professional, and enjoys helping people.
You may already have experience in administration, customer service, financial services, legal services, or another professional environment. Equally, you may be looking for an opportunity to develop your skills within a specialist field. Above all, you should be willing to learn, ask questions, and develop your technical understanding over time.
The successful candidate will demonstrate:
- Excellent organisational and administrative skills.
- Strong attention to detail.
- Good written and verbal communication skills.
- Confidence communicating with clients and colleagues.
- The ability to manage and prioritise a varied workload.
- A professional and customer-focused approach.
- Strong IT skills and confidence learning new systems.
- The ability to work both independently and as part of a team.
- A positive attitude towards learning and personal development.
- Empathy, patience, and professionalism when dealing with sensitive client matters.
Experience Required
Essential:
- Some experience within an administrative, customer service, client-facing, or office-based role.
- Experience managing tasks, workloads, or competing priorities.
- Confidence communicating professionally by telephone and email.
- The ability to maintain accurate records and follow established processes.
- A positive attitude towards learning, development, and building technical knowledge over time.
Desirable:
- Experience within legal, financial services, estate planning, probate, or other professional services environments.
- Experience managing cases, client files, or ongoing workloads.
- Knowledge of trusts, estate planning, probate, legal administration, or financial services.
- Experience using case management or document management systems.
- Experience handling sensitive or complex client enquiries.
Qualifications
Essential:
- 5 GCSEs at grades A-C or equivalent, including Maths and English.
- At least 2 A-Levels or equivalent qualification or relevant work experience.
Why Join the Trust Management Team?
This role offers far more than traditional administration.
You will gain exposure to a wide range of client, legal, financial, and administrative matters while developing specialist knowledge within trusts and private client services. The work is varied, rewarding, and provides opportunities to build valuable professional skills that can support long-term career development.
You will join a supportive and collaborative team that values learning, teamwork, and continuous improvement. Full training will be provided, and as your knowledge and confidence develop, you will be given greater responsibility and exposure to more complex trust administration matters.
For individuals who enjoy working with people, solving problems, taking ownership of their work, and developing specialist expertise, this is an excellent opportunity to build a rewarding career within a growing and highly respected team.