Senior Trust Administrator

Position Summary

This position reports to the Trust Manager / Assistant Manager. The Senior Trust Administrator takes responsibility for a designated portfolio of trusts and corporate structures and to complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the directors/managers, including training and developing more junior members where required.

Specific Duties

• Undertake all routine administration for clients or as instructed by the Manager
• Accurately effect client banking instructions
• Have an awareness of client take on procedures and the associated risk involved
• Become familiar with team’s existing allocated client portfolio
• Ensure quality day to day service for team’s client portfolio
• Understand trust and corporate regulatory requirements
• Communicate effectively and concisely with other team members
• Maintain a courteous, positive and professional manner with both external and internal clients and colleagues at all times
• Pro-actively work with internal individuals and groups to ensure timely delivery of client data
• Ability to resolve queries/find solutions
• Be familiar with and adhere to [Employer hidden — sign up to reveal]’s internal practices and procedures
• Maintain focus on chargeable time
• Manage and record own time effectively and accurately
• Be responsible and effective in cash collection and control of debtors
• Construct accurate written communications – letters, emails, minutes
• Take responsibility for self-development
• To motivate junior staff members
• Work on agreed training requirements and performance goals to ensure on-going development
• Consult and escalate issues and exceptions to senior team members to alleviate problems or risks

Other Requirements

The candidate will ideally have:

• A minimum of 2 years relevant experience in the trust field
• Commenced studying for a relevant qualification such as STEP or ICSA
• A commitment to a career in trust and corporate administration
• Accurate written and effective verbal communication skills
• The ability to use MS Word, Excel and Outlook at an intermediate level
• A demonstrated commitment to consistently providing quality client service
• Good team skills and be flexible to change and the needs of the business
• Be detail orientated and analytical
• Be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
• The ability to take responsibility for and to drive and execute tasks
• A willingness to learn new skills
• The ability to prioritise and focus on the most urgent and important task
• Exhibited skill in planning and monitoring workload including self-management and delegation to administrators in order to achieve goals within expected timescales
• A proven academic record