Purpose of the role:
The position of Trust Administrator will require you to perform a range of administrative tasks assisting other members of the team with the management of their portfolios. You may also be assigned a portfolio of your own for which you will take responsibility under the guidance of the line manager.
Responsibilities:
- Provision of exceptional service levels and client experience for settlors, beneficiaries and related parties throughout the whole life-cycle
- Assist with the maintenance and development of client and advisor relationships, demonstrating responsiveness, market awareness
- Accurate execution and recording of all related activities
- Perform specialised processing duties with minimal direct supervision using standard systems, procedures and controls
- Refer as appropriate to line manager with suggested solutions wherever possible, demonstrating a desire to learn and develop
Skills required:
- STEP/ICSA Qualified or studying towards
- Understanding of local trust & company legislation, regulatory and industry requirements, and best practice
- Excellent interpersonal and communication skills
- Ability to demonstrate a culture of excellence and continuous improvement
- Good working knowledge of Microsoft applications and core operating systems