Our client is seeking a Trust Administrator to take on administrative responsibility for a portfolio of trusts, companies, and other wealth structures. You will provide first-class service to clients, intermediaries, and other stakeholders in support of a client service team, led by a Client Director. Working closely with an Assistant Manager and/or Manager, you will identify and mitigate risk, ensuring smooth operations while supporting your team, especially junior colleagues. Click here to read more.
Job Duties:
- Deliver high-quality service to all clients, intermediaries, and stakeholders to build long-term relationships.
- Manage client communication and ensure statutory maintenance of your portfolio.
- Identify and address client needs, delivering opportunities to improve client service.
- Work towards identifying new business opportunities.
- Ensure all client commitments are met within agreed deadlines and to high standards.
- Achieve personal targets in time recording, utilisation, and working capital management.
- Support Client Directors in reviewing and controlling work-in-progress (WIP) and fee collection.
- Identify revenue opportunities in collaboration with management.
- Manage risk within the client book, using technical knowledge and escalating issues when necessary.
- Comply with business risk targets and policies.
Job Requirements:
- Working towards or holding a relevant professional qualification, with the commitment to maintaining Continued Professional Development (CPD).
- 1-2 years relevant experience.
- Relevant industry experience with strong client service delivery skills.
- Understanding of technical principles related to daily administration.
- Awareness of current issues affecting client structures.
- Strong prioritisation and time management skills, especially when working under pressure.
- Self-motivated with a focus on exceeding targets and goals.
- Excellent interpersonal skills to build relationships with clients and colleagues.
- Fluent in English, with knowledge of other languages being an advantage.
What You’ll Love:
Joining our client offers the opportunity to be part of a forward-thinking team where your contributions truly matter. You’ll work in a supportive environment that values flexibility, creativity, and sustainability, while delivering exceptional service to clients. If you are looking to develop your skills and make a positive impact in the financial services sector, this role will offer you the chance to thrive.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
