Our client is seeking a Senior Administrator to provide high-quality administration for a complex portfolio of trust and company structures. The role involves liaising with clients and intermediaries, ensuring regulatory compliance, and supporting the Trust & Corporate team.
Job Duties:
- Administer a portfolio of trust and company entities.
- Maintain and build strong relationships with clients and intermediaries.
- Respond to client communications promptly.
- Prepare for and attend client meetings, including drafting minutes and file notes.
- Assist with client onboarding, terminations, and business transfers.
- Arrange payments and oversee financial transactions.
- Support the accounts and bookkeeping team with queries.
- Review financial accounts and investment portfolio performance.
- Present transactions to the Material Transaction Committee as required.
- Manage billing, invoicing, and debt collection.
Job Requirements:
- 3-5 years' experience in a fiduciary services administrative role.
- Working towards or willing to study for a relevant qualification (e.g. STEP, CGI, ACCA).
- Strong understanding of fiduciary services and regulatory requirements.
- Proficiency in Microsoft Outlook, Word, and Excel; experience with client servicing systems is an advantage.
- Excellent written and verbal communication skills.
- Strong attention to detail and accuracy.
- Ability to prioritise workload effectively.
- A proactive approach with the ability to work independently.
What You’ll Love:
Our client is a leading provider of trust and corporate services, offering a supportive and professional environment. You will have opportunities for professional development, exposure to high-quality client work, and a collaborative team culture focused on excellence and growth.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
