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