Our Client is looking to recruit a Senior Trust Administrator to provide clients and intermediaries with an excellent quality service with regard to day to day administration services utilising high level technical knowledge and adhering to local regulatory requirements.To liaise with, maintain and build relationships with clients and intermediaries.Further to identify new business opportunities and ensure timely completion of all matters to necessary deadlines. In addition to train, guide and supervise staff as required
Key Tasks:
·Maintain excellent relationships with clients, professional advisors, intermediaries and work colleagues.
·Ensure superior quality of administration services to clients, professional advisors, and intermediaries.
·Organize and prioritise workload taking guidance from Line Manager.
·Effective management of a portfolio of companies and trusts by organising and prioritising workload.
·Supervise and train junior members of staff.
·Adhere to organisational policies and procedures.
·Collect debts on a timely basis ensuring invoices are raised within 28 days after period end and collection is obtained within 3 months after period end.
·Clear Annual Review points on a timely basis. (No review points to be older than 90 days)
·To undertake ongoing training and be aware of requirements under local legislation.
·Complete timesheets to an agreed chargeable percentage (75%) on a daily basis.
·Act as a director in respect of client companies under administration.
Compliance Responsibilities:
·To understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which you are involved, specifically Internal Controls and any Compliance policies including relevant Group Compliance policies.
·To maintain the Group Internal Control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators.
·To be aware of the Operational Risks associated with your role and act in a manner that takes account of these risks and the relevant controls.
·To follow the Group’s Treating Customers Fairly (TCF) Policy, consider how TCF affects your role and act in a manner which helps to ensure fair outcomes for clients.
Regulatory Responsibilities:
·To fully comply with all applicable laws and rules of any applicable regulators.
·To communicate and escalate potential issues in a prompt and effective manner.
·To participate in the Group training courses when requested to do so, in particular anti-money laundering training.
·To adhere to the Group policies on conflicts of interest, personal account dealing and gifts and entertainment at all times.
·To report promptly any knowledge or suspicion of money laundering activities to the Company’s MLRO.
Experience and Qualifications:
·Minimum of 5 years experience in the Trust & Company field.
·Experience in a supervisory role
·STEP or ICSA qualified or working towards such qualifications.
