28 May 2021

Senior Administrator/Trust Officer/Senior Trust Officer

Ref 33682

An independent Trust Company is looking to recruit a Senior Administrator/Trust Officer/Senior Trust Officer to join their growing team. 

  • Administers a portfolio with a lesser degree of supervision, including:
    • Management of WIP and Debtors on own portfolio
    • Assisting with / interpretation of Investment Reviews and completion of action points
    • Completion of annual reviews
    • Distribution checklists
  • Principal use of electronic banking systems for the preparation and authorisation of payments for trusts and companies, bookkeeping of payments and receipts and reconciling of bank accounts.
  • Be involved in the preparation of, and attendance at client meetings and follow up on action points.
  • Proactively participate in the group’s development process; to include personal development and coaching and mentoring less experienced colleagues.
  • Promote the business where possible and to identify enhancement of the service offered by the business.
  •  
  • Focus on chargeable time, manage and record own time effectively.

The desirable candidate will have the following skills and experience:

  • Must have at least 5 years’ experience in trust or corporate administration;
  • Likely to either possess or be studying for a relevant professional qualification (e.g. STEP, ICSA);
  • High level of ability to read and interpret the Laws of the various jurisdictions, Company Memorandum and Articles of Association and Trust Deeds; 
  • Constitution of Trusts, an understanding of the ‘three certainties’

 

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