Our client is seeking a temporary Trust Administrator to provide and maintain a superior level of effective trust administration and service to advisers, settlors, and beneficiaries of trusts managed by their organisation. This role is vital for ensuring that clients receive a high standard of service throughout the trust management process. The successful candidate will report to the Trust Company Manager, contributing to the team for a period of 12 months. The role requires a keen attention to detail, excellent communication skills, and a commitment to meeting deadlines while adhering to regulatory requirements. You will collaborate closely with both internal teams and external stakeholders, contributing to a supportive and thriving environment. The position promises an engaging work experience that allows for personal development and the opportunity to expand your knowledge in the financial services sector.
Job Duties:
- Provide effective trust administration to advisers, clients, and beneficiaries through various communication channels.
- Check and review the work of team members as necessary.
- Distribute communications within the team.
- Identify problem areas and propose solutions where possible.
- Ensure adherence to all regulatory legislation and compliance requirements.
- Act as a role model within the team, contributing to a collaborative work environment.
- Meet deadlines consistently and manage priorities effectively.
- Vet and process new trust business applications and annual reviews, addressing issues and amendments as needed.
- Process investment switch requests and distributions to beneficiaries, including relevant documentation.
- Liaise with technical departments for more complex issues and update process notes accordingly.
- Process invoices and trust company payments as required.
- Prepare recommendations for Trust Forum consideration and document trustee decisions.
Job Requirements:
- Minimum of 2 years’ experience in Financial Services.
- Good knowledge of Microsoft Office Applications (Word, Excel, Outlook).
- Strong written communication skills, with the ability to compose letters and faxes of good standard.
- Prior experience in a customer-facing administration role, preferably within a Life Company.
- Excellent planning and organisational skills, with the ability to work independently or as part of a team.
- Ability to maintain accuracy while working under pressure, within agreed service standards.
- Proactive mindset, keen to expand knowledge and take on new tasks.
- Positive attitude and ability to meet tight deadlines.
- Strong influencing and interpersonal skills, with experience in training or coaching others.
- Commitment to delivering outstanding customer service and a professional telephone manner.
- Basic understanding of the taxation regime for offshore investment bonds and the UK inheritance tax regime for trust taxation.
- Knowledge of relevant regulatory frameworks (AML/KYC) and the ability to meet individual targets with accuracy.
What You’ll Love:
You will appreciate working in a dynamic environment that values your contributions and encourages your professional development. The opportunity to collaborate with a team of dedicated professionals and engage with a diverse range of clients is at the heart of this role. Our client is committed to providing a supportive workplace that fosters growth, creativity, and innovation. You will enjoy the sense of accomplishment that comes from delivering high-quality service in the financial services sector. The blend of teamwork and individual responsibility makes this position not just a job, but a stepping stone for your future career in trust administration.
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