Senior Trust Administrator

Our client seeks a Senior Trust Administrator to join their team. Key Responsibilities: 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. 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. Key Skills & Experience: Strong knowledge and experience working within trust and company law, regulations and best practices. Minimum of five year's 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.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16118