Our client is seeking a Senior Administrator in the Trust and Company Service Provider (TCSP) sector to take direct administrative responsibility for a diverse portfolio of trusts and companies. In this full-time role, you will ensure exceptional client service while supporting the Directors and maintaining compliance with relevant regulations. Your primary responsibilities will involve managing trust and company portfolios, serving as the main point of contact for clients, and coordinating with various external service providers to ensure the smooth operation of client structures. Additionally, you will stay updated on legislative changes and provide guidance to clients and colleagues as necessary while also mentoring junior team members.
Job Duties:
Manage a portfolio of trusts, companies, and related structures, ensuring accurate and efficient completion of administrative tasks while considering tax and legal implications of transactions.
Serve as the primary point of contact for clients, offering prompt and professional assistance with inquiries and requests.
Prepare and maintain records, including minutes, resolutions, and other documentation.
Assist in the onboarding process for new clients, including conducting due diligence checks and ensuring thorough documentation is acquired and processed.
Coordinate with external service providers such as legal advisors, banks, and investment advisors to ensure seamless operation of client structures.
Stay abreast of changes in legislation and regulatory requirements, providing timely advice to clients and colleagues.
Support the team in mentoring more junior colleagues.
Job Requirements:
Excellent written and verbal communication skills.
Strong client and company focus with a commitment to client confidentiality and GDPR requirements.
High attention to detail with the ability to prioritise and meet deadlines.
Professional and responsible attitude, contributing positively as a team player.
ICSA or STEP or a similar trust industry-recognised professional qualification is preferred.
Substantial prior experience in trust and company administration, preferably in a similar role within the financial services industry.
Strong knowledge of trust and corporate laws, regulations, and compliance requirements.
Proficient in Microsoft Word, Excel, and Outlook.
What You’ll Love:
You will enjoy working in a professional environment that values teamwork and dedication to client service. Our client is committed to providing opportunities for professional development and growth, along with a supportive workplace culture where your contributions are recognised and appreciated.
Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance, and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams, or by telephone—whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
