The role of a temporary Administrator in the Trust & Corporate department involves delivering exceptional client administration support for a portfolio of trust and company structures. This role requires close collaboration with the Trust team, clients, and intermediaries, ensuring all aspects of administration are managed thoroughly. The job holder will be expected to maintain high standards of client service while responding to all communications promptly, ideally within 24 hours. The position is temporary in nature and offers the opportunity to assist in the on-boarding of new business and complete tasks associated with terminating and outgoing business within a set timeframe. This role is pivotal in maintaining and updating client profiles and risk assessments, and at times, the administrator will provide a C level signatory when suitably experienced.
Job Duties:
- Administration of a portfolio of entities, including email and telephone communication with clients and intermediaries.
- Transactional work, processing payments, and managing various asset types.
- Drafting minutes/resolutions and source documents for presentation.
- Maintaining and building quality relationships with clients and intermediaries.
- Attending client meetings and preparing post-meeting file notes.
- Assisting Directors and Senior Management with on-boarding new business.
- Completing terminating and outgoing business within three months of notification.
- Preparing a quarterly review of all time billed.
- Sending fee invoices to clients within two weeks of issuance.
- Collecting fees within one month of issuance.
- Maintaining and updating client profiles and risk assessments.
- Attending to and completing tasks within set due dates.
- Signing off periodic reviews within three months of receipt.
- Completing daily timesheets and reaching monthly utilisation targets.
- Adhering to the vision and values of the organisation.
Job Requirements:
- A minimum of one year’s experience in an administrative role within Fiduciary Services.
- Open to undertaking a relevant professional qualification, e.g., STEP, ICSA, ACCA.
- Minimum of five GCSEs (or equivalent) with English and Mathematics at Grade C or above.
- A good understanding of fiduciary services business including regulatory requirements.
- Proficient IT skills, particularly in Microsoft Outlook, Word, and Excel.
- Strong written and verbal communication skills.
- Ability to work accurately with great attention to detail.
- A flexible attitude towards work and willingness to assist team members.
- Good time management, prioritisation, and organisational skills.
- Demonstrates drive, ambition, and a willingness to learn.
- A proactive approach to work and the ability to work on one’s own initiative.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
