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Senior Trust Officer

Our medium-sized trust client is looking for a hands-on generalist with solid and demonstrable trust experience.   At least five years’ experience would be necessary to fill the requirements of this role and there are opportunities for development with training … Continue reading

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Home » Jobs » Trust / Co Admin » Senior Administrator
REF: 2221

~ Senior Administrator

As senior administrator within this dynamic and supportive client, your role will cover :

  • Undertake all routine administration for clients or as instructed
  • Accurately effect client banking instructions.
  • Have an awareness of client take on procedures and the associated risk involved.
  • Become familiar with team’s existing allocated client portfolio.
  • Ensure quality day to day service for team’s client portfolio.
  • Have an understanding of trust and corporate regulatory requirements.
  • Communicate effectively and concisely with other team members.
  • Maintain a courteous, positive and professional manner with both external and internal clients /colleagues at all times.
  • Pro-actively work with internal individuals and groups to ensure timely delivery of client data.
  • Ability to resolve queries/find solutions.
  • Be familiar with and adhere to all internal practices and procedures.
  • Maintain focus on chargeable time.
  • Manage and record own time effectively and accurately.
  • Be responsible and effective in cash collection and control of debtors.
  • Construct accurate written communications – letters, emails, minutes.
  • Take responsibility for self development.
  • To motivate and train junior staff members.
  • Work on agreed training requirements and performance goals to ensure on-going development.
  • Consult and escalate issues and exceptions to senior team members to alleviate problems or risks.

Call Sandra for further information in confidence

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