Senior Trust Administrator

• Undertake all routine administration for clients or as instructed by the Manager.
• Accurately carryout client banking instructions.
• Good understanding of client take-on procedures and the associated risk involved.
• Be familiar with team's existing allocated client portfolio.
• Provide quality day to day service for own portfolio.
• Good knowledge and understanding of trust and corporate regulatory requirements.
• Strong communication in both written and verbal ensuring delivery is consistent, accurate and concise to  colleagues, clients and third parties.  
• Accurately document the decisions agreed at Directors or Trustee meetings.
• Have a good understand of basic legal documents and how to apply them.
• Consult and escalate issues and exceptions to senior team members to alleviate problems or risks.
• Maintain a positive and professional manner with both external and internal clients and colleagues.
• Setting up and maintaining accurate and complete records for trusts and companies, within Viewpoint
• Identify opportunities to further promote company services to clients and assist with marketing activities and attend marketing events locally where appropriate.
• Assisting with projects that arise from time to time.
• Pro-actively work with internal individuals and groups to ensure timely delivery of client data.
• Ability to resolve queries by finding potential solutions.
• Daily recording billable time
• Responsible for cash collections and the control of debtors.
• Take responsibility and accountability for self-development.
• Provide support, guidance and motivate junior staff members.
• Work on agreed training requirements and performance goals to ensure on-going development.
• Strong attention to detail and a firm commitment to accuracy are essential skills for minimising unnecessary cost to the company.
• Ensure Risk Assessments together with other reviews, filings and repetitive tasks are completed to a high standard and ensure same are completed within deadlines.
• Have a good understanding of FATCA/CRS and Economic Substance laws within the Isle of Man.
• Ensure timesheets are completed accurately and submitted promptly each week.

• Strong knowledge and experience working within trust and company law, regulations and best practices.
• Minimum of five years' experience within the fiduciary industry with client servicing at senior administration level or similar.
• Working towards or hold a relevant qualification such as STEP or ICSA.
• A commitment to a career in trust and corporate administration.
• Excellent 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 good quality client service.
• Good interpersonal skills and flexible to change and the needs of the business.
• Be capable of working to 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.
• Excellent planning and organisational skills and the ability to prioritise and focus on the most urgent and important task.
• Demonstrate skills in planning and monitoring workload including self-management and ability to delegate to administrators in order to achieve goals within expected timescales.

Your specialist: Angie Westmorland

Quote job ref: 16118

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.

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