Our client is seeking a Trainee Trust Administrator to assist in managing a portfolio of private client trusts and companies under the supervision of the Associate Director. This full-time role offers an opportunity to develop expertise in trust administration while contributing to excellent client service and organisational efficiency.
Job Duties:
- Deliver outstanding client service and maintain high standards of delivery.
- Process payments and assist with bookkeeping tasks.
- Support the preparation of trust and company accounts.
- Scan and collate documents required for new investments and accounts with service providers.
- Communicate effectively with intermediaries via email, letters, and telephone.
- Assist in preparing reports for clients.
- Ensure timesheets are completed daily.
- Meet chargeability, WIP, recoverability, and debtor targets within deadlines.
- Apply internal risk management procedures effectively.
- Build and maintain positive relationships with clients and service providers.
- Understand client schedules and anticipate their needs.
- Perform other reasonable duties as assigned.
Job Requirements:
- Strong interpersonal, written, and verbal communication skills, with the ability to interact at all levels.
- Organisational skills with a focus on accuracy and timely task completion.
- Proficient administrative and numeracy skills.
- Ability to adapt to a variety of work and handle multiple clients.
- Flexibility to work under time pressures and respond calmly to changing demands.
- Proficiency in Microsoft Office, particularly Word and Excel.
- Confidence to ask questions and raise issues appropriately.
- Curiosity to understand trust structures, transactions, and operations.
- Awareness of decision-making limits and risk management practices.
- A collaborative and proactive team player.
What You’ll Love:
This role provides an excellent opportunity to build your knowledge and skills in trust administration within a supportive environment. You will gain valuable experience working on a diverse portfolio and contribute to delivering exceptional client service. This position offers a solid foundation for career growth in the financial services sector. We look forward to receiving your application and discussing how you can contribute to the team.
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