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Finance Administrator - Trust Administration
Location: Bristol
Salary: £25,000 - £28,000 per annum
Permanent | Full-time (35 hours/week)
Robert Half are proudly partnering with a UK leading independent trust service provider to recruit for a Finance Administrator to join the Trust Administration team in Bristol. This role is ideal for an organised and proactive individual with a keen interest in financial services and administration. You'll support a high-performing team in a varied, detail-focused position that is key to maintaining the high standards of client service.
Benefits:
- 25 days annual leave + Bank holidays
- 10% employer pension contribution
- Group life cover (4x basic salary)
- Group income protection
- Professional fees & subscriptions covered
- Employee Assistance Programme
- Study support
Key Responsibilities
- Act as a professional first point of contact by answering incoming calls
- Handle inbound and outbound post effectively
- Accurately process payments and complete payment checklists for authorisation
- Set up new client entities using NavOne and document management systems
- Register and maintain trust records with the Trust Registration Service
- Manage client identification verification and update relevant team members
- Complete mandatory compliance training
- Support the wider team with ad hoc administrative tasks
Essential Skills:
- Strong verbal and written communication skills
- Professional telephone manner
- Prior administrative experience
- Ability to manage time and prioritise workload effectively
- Proactive and able to use initiative
If this sounds like something you would like to be a part of. Apply today!
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice.
