Our client is seeking a Senior Trust and Company Administrator.

If you take pride in delivering quality service to clients and professional advisers, this could be the perfect next step in your career. The ideal candidate will:

• Deal with all administration-related tasks for a portfolio containing some complex client structures.
• Manage, motivate, supervise, train, and develop junior members of staff to ensure the service meets the needs of both clients and the business.
• Assist with ensuring that all client requests/documentation are completed accurately and promptly, taking action to improve the completeness of data and information.
• Carrying out comprehensive periodic reviews of trusts and companies with the portfolio taking a risk-based approach in line with internal policies and procedures. line with internal policies and procedures.
• Responsibility, in liaison with a director, for building and maintaining successful relationships with clients within your portfolio.

Requirements:

• Diploma-qualified STEP or ICSA or hold an exemption from the JFSC and maintain competency by undertaking relevant CPD.

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com