Senior Administrator

Our Client has an opening for an experienced and ambitious administrator to join its Trust business.

As a Senior Administrator within the team, you will be focused on delivering a high quality service to a portfolio of private wealth clients.

Responsibilities will include:

  • Providing support to other members of the team and administering a portfolio of clients, ensuring a quality service is delivered whilst ensuring that all processes undertaken meet our Client's standards.
  • Maintaining and developing relationships with your own portfolio and the wider team’s clients.
  • Maintaining and developing working relationships with third parties.
  • Ensuring that all business is conducted in accordance with our Client's policies and procedures and the rules, guidelines, and expectations of the local regulator.
  • Identifying new opportunities to develop both existing and new client relationships.
  • Ensuring all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet.

Requirements:

  • Previous Trust and Company administration experience.
  • Knowledge of relevant regulatory and legal frameworks.
  • Organised, accurate, prepared to take ownership of tasks, and understanding when to ask for advice or support.
  • Able to follow tasks through to completion, and able to manage own time effectively
  • Good level of Microsoft Office skills. 
  • NavOne system experience will be an advantage.

For more information on this role please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com

 

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Wed, 11 Sep 2024
Closing Date: 
Tue, 10 Dec 2024
Reference: 
11918

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