Our client is seeking a Trust Administrator.
The purpose of the role is to provide and maintain a superior level of service to advisers, settlors and beneficiaries of trusts administered by our client. The role holder will; have strong written and verbal communication internally/externally, be confident when dealing with clients, IFAs and the Sales Team via telephone, fax and e-mail, be able to identify problem areas and offer various solutions wherever possible, work to and meet deadlines, process and pre-vet new business applications, process and check annual reviews and highlight issues, and process any amendments to trust or client information, process requests for distributions to beneficiaries, process assignments and Requests for Payments, liaise effectively with colleagues across the business to ensure interdepartmental tasks are completed effectively, process invoices and trust company payments as required, produce and file trust minutes, and demonstrate the ability to deal with 85% of the queries/requests raised by our client’s customers.
The successful candidate will have a minimum of 2 years’ experience in Financial Services, considerable experience within a customer facing administration role, knowledge of the regulatory framework (AML/KYC), ability to meet individual targets and goals with accurate results, good knowledge of Microsoft Office Applications (Word, Excel, Outlook), and GCSE Maths and English at grade C or above.
To discuss this role further please email your CV to email@example.com or call us on 01624 698900, quoting reference MF1922.