Trust Administrator

Position Summary

To assist the team in the administration of a portfolio of Trust & Company clients by completing all assigned tasks and processes, operating within the internal controls and procedures.

Specific Duties

  • Communicate effectively and concisely with other team members
  • Maintain a courteous, positive, and professional manner with both external and internal clients/colleagues at all times
  • Become familiar with team’s existing allocated client portfolio
  • Ensure quality day to day service for team’s client portfolio
  • Pro-actively work with internal individuals and groups to ensure timely delivery of client data or query resolution
  • Gain a basic understanding of trust and company regulatory requirements
  • Become familiar with and adhere to internal practices and procedures
  • Have an awareness of chargeable time and manage own time effectively
  • Accurately construct written communications – letters, emails, minutes
  • Take responsibility for self-development 
  • Work on agreed training requirements and performance goals to ensure on-going development
  • Consult and escalate issues and exceptions to senior team members to alleviate problems or risks

Other Requirements

  • Demonstrated commitment to a career in trust and company administration
  • Started, or be willing to study for a relevant professional qualification
  • A willingness to learn new skills
  • Strong written and verbal communication skills
  • The ability to use MS Word, Excel and Outlook
  • A commitment to providing quality client service
  • Good team skills and be flexible to change to the needs of the business
  • Be detail orientated and analytical
  • The capability to work in a deadline/volume driven environment whilst maintaining accuracy and focus The ability to drive and execute tasks
  • The ability to prioritise work and focus on the most urgent and important task
  • Skill in planning and monitoring workload including self-management in order to meet deadlines
  • A proven academic record