Our client is seeking a Senior Trust Administrator to join their team.

You will be taking care of the administration of a diverse client portfolio and working within a welcoming and supportive team. You will use your skills and judgement to help further strengthen client relationships within your portfolio and lend your experience to the development and mentoring of junior colleagues.

Key areas

• Administer a varied portfolio of clients, in accordance with procedures, taking the lead on all day-to-day activity.
• Preparation of all day-to-day correspondence with clients and intermediaries, for review by senior colleagues.
• Responsible for the maintenance of statutory books and regulatory documentation for own portfolio.
• Liaise with clients on day-to-day matters and overseeing and actioning all ongoing tasks for portfolio.
• Participation in periodic review process for own portfolio of clients and active monitoring and completion of points arising.
• Prepare and circulate agendas, board packs and reports and attend board meetings.
• Schedule and attend client meetings (where appropriate.)
• Draft minutes and resolutions for meetings, circulate for comments, finalise and arrange for signing.
• Liaise with intermediaries in respect of own clients.
• Administer structures in accordance with professional advice received.

Qualifications an experience

• A good academic background, with a minimum of a table 5 qualification and willingness to study for a table 4 qualification.
• A minimum of 4 years’ experience of administering UHMW/family office clients, with at least 3 years’ experience of managing your own portfolio.
• Good knowledge and understanding of current local finance industry legislation, regulatory requirements & working practices.
• Understanding of and ability to interpret basic client financial statements.
• A sound knowledge of Microsoft Office.

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