Senior 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
– Reviewing bookkeeping records and preparing accounts files to allow for the preparation of year-end accounts
– 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 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