14 Feb 2020

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 applicants have 5 years trust experience, be part or fully qualified, have excellent time and organisational skills, superb analytical skills and an innate ability to know what the client wants. Applicants must also have the ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system.

 

 

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