Senior Trust Administrator

Position Summary

To take responsibility for a designated portfolio of trusts and corporate structures and to complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the directors/managers, including training and developing more junior members where required.

Specific Duties

  • Undertake all routine administration for clients or as instructed by the Manager
  • Accurately effect client banking instructions
  • Have an awareness of client take on procedures and the associated risk involved
  • Become familiar with team’s existing allocated client portfolio
  • Ensure quality day to day service for team’s client portfolio
  • Understand trust and corporate regulatory requirements
  • 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
  • Pro-actively work with internal individuals and groups to ensure timely delivery of client data
  • Ability to resolve queries/find solutions
  • Be familiar with and adhere to New Street’s internal practices and procedures
  • Maintain focus on chargeable time
  • Manage and record own time effectively and accurately
  • Be responsible and effective in cash collection and control of debtors
  • Construct accurate written communications – letters, emails, minutes
  • Take responsibility for self-development
  • To motivate junior staff members
  • 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:

  • A minimum of 2 years relevant experience in the trust field
  • Commenced studying for a relevant qualification such as STEP or ICSA
  • A commitment to a career in trust and corporate administration
  • Accurate written and effective verbal communication skills
  • The ability to use MS Word, Excel and Outlook at an intermediate level
  • A demonstrated commitment to consistently providing quality client service
  • Good team skills and be flexible to change and the needs of the business
  • Be detail orientated and analytical
  • Be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
  • The ability to take responsibility for and to drive and execute tasks
  • A willingness to learn new skills
  • The ability to prioritise and focus on the most urgent and important task
  • Exhibited skill in planning and monitoring workload including self-management and delegation to administrators in order to achieve goals within expected timescales
  • A proven academic record