Senior Client Trust Administrator

Job Description

Duties include:
Responsible for a diverse and complex portfolio of trusts, companies and partnerships
Day to day administration, book-keeping and minuting
Liaising with clients and intermediaries and attending client meetings as required
Conducting investment and annual reviews to meet with regulatory requirements
Responsibility for client billing and debt collection
Key staff and payments signatory
Checking payments and Administrators work
Leading and assisting with projects
Liaising with accountants and tax advisors to ensure compliance
Ensuring VAT returns are prepared, checked by tax compliance and filed
Completing time recording on a daily basis
Any other ad-hoc duties as requested by your Team Leader / Line Manager from time to time

Skills and experience required:
Minimum 5 years’ experience in a Fiduciary role
Working towards ICSA or STEP Diploma
Evidence of Continuous Professional Development
Ability to work with minimal supervision
Strong client focus, driven to deliver a quality service, spots opportunities for development of client delivery and service, sets standards
Has a commercial outlook, follows procedures, innovative approach to work, spots procedural weaknesses and identifies areas for efficiencies, manages regulations and risk, proactive escalation of self-identified risk areas, demonstrable active learning, and evidence of shared learning
Collaborative, team player, strong communication skills, shares knowledge and experience
Some management responsibility skills and experience
Excellent organisational skills and the ability to prioritise workload effectively
High levels of accuracy and attention to detail within a fast paced environment
A working knowledge of the following systems: Viewpoint, Word, Excel, and Outlook
Good team player with an enthusiastic, positive and flexible approach