Senior Trust Administrator

Job Summary

Day to day running of a portfolio of clients which will contain a mixture of trusts and companies, dealing with a wide variety of arrangements which may be of a complex nature under the supervision of a Trust Supervisor / Assistant Trust Manager.

Job Accountabilities

The day to day running of own portfolio of clients. Tasks will involve:

• Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
• Entering payments and identify receipts as required
• Preparation of minutes/resolutions of the Trustee / Board for routine matters
• Entity reviews – to assist with clearing any action points following the annual reviews
• Liaison with our respective departments regarding legal, accounting and taxation matters
• Liaison with clients and intermediaries both by telephone and in writing, and such matters will range in complexity
• General administrative tasks relating to the running of Trust and Company structures
• Ad hoc project work of a complex and non-complex nature
• To train and assist junior staff with queries/problems

Minimum Education and Experience

• Educated to ‘A’ Level standard, or equivalent
• A minimum of 3 years’ relevant experience during which own portfolio of clients has been managed
• A relevant professional qualification i.e. STEP Certificate/Diploma

Required Skills

• Strong written and verbal communication skills
• Good problem solving skills
• A strong team player
• Ability to work to deadlines with minimum supervision

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