Our client is seeking a Senior Trust Administrator to take direct administrative responsibility for a complex portfolio of trusts, companies, and other wealth structures. This role involves ensuring first-class service is provided to clients, intermediaries, and stakeholders in support of the Client Directors. You will play a key role in identifying and mitigating risks, ensuring high standards of client service, and promoting business objectives. You will also support and guide your team by providing technical and other assistance, driving morale and operational efficiency. Click here to read more.
Job Duties:
- Deliver high-quality service to clients, intermediaries, and stakeholders to build long-term relationships.
- Provide technical and other support to the team while managing client communication and statutory maintenance.
- Identify client needs and deliver opportunities to enhance service levels, while seeking to identify new business opportunities.
- Ensure client commitments are met within agreed deadlines and to high standards.
- Achieve personal targets for time recording, utilisation, and working capital management.
- Support Client Directors by reviewing and controlling WIP, ensuring prompt fee collection, and highlighting revenue opportunities.
- Coach junior colleagues to build understanding of the working capital cycle and encourage prompt debt collection.
- Support line management in driving appropriate behaviour and ensuring business risk targets are met.
- Ensure compliance with local regulatory requirements, maintaining a positive relationship with the regulator through strong governance.
- Use technical expertise to identify and mitigate risk within the client book, escalating issues as required.
Job Requirements:
- Studying towards or holding a relevant professional qualification, with a commitment to maintaining Continued Professional Development (CPD).
- 4+ years relevant experience.
- Significant industry experience, with first-class client service delivery skills tailored to the needs of high-net-worth clients.
- Excellent technical competency and the ability to impart knowledge effectively, particularly in complex client transactions.
- Strong understanding of current issues affecting client structures.
- Flexibility and professionalism when working under time-driven pressures, with excellent prioritisation and time management skills.
- Self-motivated, focused on exceeding targets and goals.
- Strong interpersonal skills, building positive relationships with both clients and colleagues.
- Fluent in English; knowledge of other languages is desirable.
What You’ll Love:
Joining our client offers you the chance to work in a dynamic and supportive environment, where creativity and professionalism are valued. You’ll have the opportunity to work with high-net-worth clients, gaining experience in complex transactions while contributing to the team’s success. If you’re looking to grow your career and make an impact in the financial services sector, this role offers a platform to thrive.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
