Trust Administrator

Responsibilities:

• Assist with the administration of a mixed trust portfolio to ensure that the client’s needs are met
• Maintain trust company records in accordance with Company policy and legislation
• Ensure compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing and reporting of suspicious activity or transactions, client due diligence and record keeping
• Responsible for clearance of risk review points relating to your portfolio
• Build internal networks and business relationships, where appropriate and proactively contribute to the commercial success of our business
• Develop technical knowledge and practical capabilities though attendance at internal training events, self-driven research and day to day exposure to trust administration workflows
• Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
• Willing to cover for other team members during busy periods and/or during peak absences
• The role is progressive and will depend greatly on the individual’s relative strengths and weaknesses, but involvement in ad-hoc projects may also arise

Requirements:

• Minimum of 2 years trust administration experience exhibiting good client care skills
• A STEP Foundation qualification is desirable but not essential for this position, however, if not currently held a commitment to at least undertake the STEP Foundation course to gain such qualification will be facilitated
• Demonstrate a pragmatic and “can do” approach and will appreciate the overriding requirement for client service standards that meet full regulatory and compliance
• A good communicator with the personality to interact with staff at all levels within the company
• Proficient with all Microsoft Office applications
• Fully conversant and understand the authority levels of this role and those of all relevant stakeholders to ensure full compliance with the trust policies, procedures and regulations
• Excellent organisation and planning skills, be methodical, with strong attention to detail and the ability to deliver on tight timescales