Junior Trust Administrator

About the role

This junior position supports the management of family and charitable trust portfolios for a boutique family office. You will combine day‑to‑day administration with trust accounting and tax compliance, working closely with senior team members to deliver high‑quality service to trustees and beneficiaries.

Key responsibilities

• Manage daily trust administration, including payments, income distributions and accurate record‑keeping.
• Prepare trust accounts and support tax compliance (income tax, CGT, IHT reporting).
• Liaise with clients, beneficiaries, stockbrokers and professional advisers, drafting correspondence as needed.
• Monitor and reconcile bank accounts, cash‑flows and income payments across trust portfolios.
• Support wider trust operations such as beneficiary reporting, file management and ad‑hoc projects.

Required profile

• Knowledge of trust accounting systems, particularly CCH (Trust Accounts, Central, Viztopia, Accounts Production).
• Exposure to US tax matters is advantageous.
• Ideally ACCA qualified, though equivalent experience is also considered.

Required skills

• CCH Trust Accounts
• CCH Central
• CCH Viztopia
• CCH Accounts Production

What we offer

• Hybrid working pattern after three months.
• Generous benefits package, including a strong pension plan and travel insurance.