Assistant Trustee Executive, Trustee Support role
About the role
This is your opportunity to step into a broader, more involved role where you’ll gain client exposure, deepen your governance experience, and continue building your confidence with the support of an experienced team. As an Assistant Trustee Executive, you’ll support Trustee Executives and Senior Trustee Executives in delivering high-quality governance services to clients.
Responsibilities
- Attending trustee meetings and preparing draft minutes
- Supporting meeting preparation, including reviewing papers and drafting summary documents
- Liaising with advisers and key third parties
- Maintaining governance documents such as business plans and risk registers
- Reviewing administration outputs and helping identify service improvements
- Drafting member communications and trustee reports
- Supporting governance, compliance, and investment-related activities
- When ready, engaging in genuine client contact through meetings, calls, and emails with guidance from experienced colleagues
Requirements
You’ll likely have a good few years of administration and technical pensions experience and be ready to broaden your exposure by stepping away from pension administration and toward pensions trustee secretarial support. This role is a natural next step if you’re looking to move beyond pension administration and/or technical work and start building a well-rounded trustee skillset.
Qualifications
If you’re progressing toward professional qualifications (e.g., PMI), you’ll be supported in that journey.
For a confidential discussion, please telephone Dianne Beer on 07747 800740 or email dianne@abenefit2u.com.