11 Jul 2019

Senior Client Administrator

Ref 32504

A small Trust Company is looking for  a new Senior Client Administrator to provide a consistently high quality service in the daily administration of a portfolio of Trust and Companies for high net worth private client individuals.

Main Duties will include:

  • Effective management of a client portfolio of complex trust and company structures
  • Drafting of trust and company minutes and correspondence to clients
  • Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionals in relation to the effective management and control of a client portfolio
  • Record information on databases, including electronic filing
  • Deputise for Assistant Manager in their absence

It is essential that candidates have 5 years trust experience; are part or fully qualified; Have excellent communication skills, and the ability to work under their own initiative; And the ability to work a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system.

 

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