Our client is a licensed fiduciary dedicated to providing professional, personal, efficient, and compliant administrative services to its clients. The Trust Administrator will be entrusted with a portfolio of clients over time, gaining in-depth knowledge of their administration needs. This role involves providing vital administrative support to Senior Administrators, Trust Officers, Senior Trust Officers, Assistant Managers, and Managers. The successful candidate will be involved in various administrative tasks, ensuring effective management and compliance with statutory records and client requirements. Strong organisational skills will be essential in juggling multiple responsibilities and meeting deadlines without oversight. As the role progresses, the Trust Administrator will play a key part in client interactions, including billing and compliance, ensuring a high level of confidence in handling telephone inquiries. The position offers an excellent opportunity for personal and professional growth within a busy team environment.
Job Duties:
- Administration of a portfolio of clients, keeping the line manager informed of ongoing activity, which includes:
- Preparation of statutory records
- Preparation of payments
- Preparation of written correspondence
- Bookkeeping of administrative transactions
- Processing compliance records
- Assisting with periodic client reviews
- Filing of client records
- Liaising with clients and third parties
- Client billing
- Ability to handle telephone callers with confidence
- Understand fundamental techniques of bookkeeping and financial record keeping
- Organise own workflows to meet deadlines and ensure nothing is overlooked
- Recognise problems and areas of difficulty early and refer them to the line manager
- Communicate effectively with colleagues and senior management
- Demonstrate a basic understanding of fiduciary structures and the use of trusts and companies
- Maintain a good understanding of trust and company administration practices, compliance, and anti-money laundering regulations
- Understand the meaning and practical application of confidentiality
- Undertake other duties as required from time to time
Job Requirements:
- Part qualified or willing to undertake study for a professional qualification such as STEP, ACCA, ICSA or ACA, or proven experience in an administrative or accounting role (trust or non-trust)
- Enthusiastic attitude
- Excellent time management and organisational skills
- Strong oral and written communication abilities
- Strong interpersonal skills
- Enjoyment of working within a busy team and contributing to the efficient operation of the portfolio
- Computer literate, with experience of or ability to adapt to mainstream networked software, including Microsoft Word, Excel, and Outlook
- Ability to work with a comprehensive IT package, including electronic filing of correspondence and permanent records, and the use of a flexible database system
What You’ll Love:
This role offers the opportunity to make a significant impact on the administration of trusts and companies, contributing to the organisation's professionalism and service delivery. Working in a collaborative environment, there will be ample opportunities for training and career development, ensuring that the successful candidate can grow and enhance their skills in fiduciary administration.
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