Part Time Trustee Solutions Administrator

Job Description

Job Purpose

To provide and maintain a superior level of service to advisers, settlors and beneficiaries of trusts.

Duties include:

Dealing with clients, IFAs and the Sales Team via telephone, fax and e-mail

Assisting with the delivery of coaching & training to team members, providing feedback to the department manager

Checking work produced by other team members

Distributing post across the team as required

Identifying problem areas and offering various solutions wherever possible

Adhering to regulatory legislation and ensuring compliance requirements are met
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

Process invoices and trust company payments as required

Produce and file trust minutes

Procedural documentation kept up to date and accurate at all times

Skills & experience required:

Minimum of 2 years experience in Financial Services

Good Knowledge of Microsoft Office Applications (Word, Excel, Outlook)

Ability to compose good standard of ad hoc letters/faxes

Considerable experience within a customer facing administration role

At least 1 years experience within a Life Assurance company
Excellent planning and organisational skills

Ability to work within a team or on own initiative

Can maintain high level of accuracy and still work within agreed service standards

Ability to work under pressure

Proactive and keen to expand knowledge and take on new tasks

Positive can-do attitude

Ability to achieve tight deadlines

Being flexible/adaptable to changing priorities