Trust Administrator

Position Summary:

To assist the team in the administration of a portfolio of Trust & Company clients by completing all assigned tasks and processes, operating within the internal controls and procedures.


Specific Duties:

• Communicate effectively and concisely with other team members
• Maintain a courteous, positive, and professional manner with both external and internal clients/colleagues at all times
• Become familiar with team’s existing allocated client portfolio
• Ensure quality day to day service for team’s client portfolio
• Pro-actively work with internal individuals and groups to ensure timely delivery of client data or query resolution
• Gain a basic understanding of trust and company regulatory requirements
• Become familiar with and adhere to internal practices and procedures
• Have an awareness of chargeable time and manage own time effectively
• Accurately construct written communications – letters, emails, minutes
• Take responsibility for self-development
Trust Administrator
• Work on agreed training requirements and performance goals to ensure on-going development
• Consult and escalate issues and exceptions to senior team members to alleviate problems or risks


Other Requirements:

The candidate will ideally have:
• Demonstrated commitment to a career in trust and company administration,
• Started, or be willing to study for a relevant professional qualification
• A willingness to learn new skills
• Strong written and verbal communication skills
• The ability to use MS Word, Excel and Outlook
• A commitment to providing quality client service
• Good team skills and be flexible to change to the needs of the business
• Be detail orientated and analytical
• The capability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
• The ability to drive and execute tasks
• The ability to prioritise work and focus on the most urgent and important task
• Skill in planning and monitoring workload including self-management in order to meet deadlines
• A proven academic record