Finance Administrator - #1727070

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!

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