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Senior Trust Administrator

Reference
KR11757

Location

Salary

Category
Trust

Our client is a global company with offices in 45 jurisdictions. The Senior Trust Officer is responsible for the administration and client service of a portfolio of high net worth clients.  Additionally, the Trust and Corporate Senior Officer is expected to work effectively within a Trust team to ensure the delivery of efficient client service.

Main responsibilities but not limited to:

•             Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within an assigned portfolio

•             Assist and supervise junior team members with the administration of their portfolios

•             Manage the administration and client service of a portfolio of high net worth clients

•             Consider client requests in consultation with file Manager/Director on technical and legal matters or any sensitive issues where appropriate

•             Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within the portfolio

•             Arrange the opening and closing of bank accounts and liaison with relevant banks in relation to transactions

•             Complete all tasks that arise as a result of the annual and periodic client reviews and other internal control reviews in a timely and efficient manner

•             Provide ongoing cash management in respect of the client portfolio including monitoring of cash balances, fixed deposits and overdrafts

Experience required:

3-5 years’ experience in trust and company administration

•             Thorough working knowledge of Trust and Company Administration, to include relevant legislation, regulation and sound understanding of basic accounting

•             Ability to recognise and respond to risk situations and remain up to date with appropriate legislation and professional standards

•             Ability to develop strong relationships with clients, intermediaries and colleagues

•             Good communication and organisational skills

•             Team player

•             Accuracy and attention to details

Apply

Key Contact

Ann Egglishaw

Senior Consultant
01534 715150
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