Senior Trust Administrator

Job Description

Role overview

To manage the day to day running of shared portfolio of clients, with support from manager and director, which will contain a mixture of trusts and companies, dealing with a wide variety of arrangements which may be of a complex nature.

Job Accountabilities:

The day to day administration of shared portfolio of clients. Tasks will involve:

Ensuring that statutory records are kept up-to-date and are accurately maintained at all times
Performing annual reviews of all entities within own portfolio
Working with manager and director to ensure portfolio administered properly and promptly
Liaison with respective departments regarding accounting and taxation issues
Liaison with clients and intermediaries in person, by telephone and in writing
May assist more junior staff with queries/problems
Minimum Education and Experience
A minimum of 3 years’ relevant experience during which own portfolio of clients has been managed

Required Skills

Strong written and verbal communication skills
Good problem solving skills
A strong team player
Ability to work to deadlines with minimum supervision

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