Trust Administrator

Trust Administrator

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Be the go-to person for client calls and manage essential admin tasks.
  • Company: Join a dynamic team focused on delivering top-notch client service.
  • Benefits: Enjoy flexible working options and a supportive work environment.
  • Why this job: Gain valuable experience in a role that makes a real difference to clients.
  • Qualifications: No specific experience needed; just bring your enthusiasm and willingness to learn.
  • Other info: Perfect for high school and college students looking to kickstart their careers.

The predicted salary is between 36000 - 60000 £ per year.

Role Summary

Adhering to high standards of client service and helping others in the office to deliver the same is key for all colleagues. The administration role is to provide support to our wider teams.

Duties and responsibilities will include:

  • Be the first point of contact by answering telephone calls in a timely manner
  • Manage inbound and outbound post
  • Accurately and promptly key in payments, and ensure Payment Checklists are completed ready for payment authorisation
  • Create new entities on NavOne and file using the DMS system
  • Register trusts with the Trust Registration Service and ensure the records are kept up to date
  • Submit clients identification for verification and notify TCMs of the results
  • Complete all mandatory Compliance tasks as required

Trust Administrator employer: Click To Hired

As a Trust Administrator at our esteemed firm, you will thrive in a supportive and collaborative work environment that prioritises exceptional client service. Our commitment to employee growth is evident through ongoing training opportunities and a culture that values teamwork and innovation. Located in a vibrant area, we offer unique advantages such as flexible working arrangements and a strong emphasis on work-life balance, making us an excellent employer for those seeking a fulfilling career.
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Contact Detail:

Click To Hired Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trust Administrator

✨Tip Number 1

Familiarise yourself with the Trust Registration Service and the relevant compliance regulations. Understanding these processes will not only help you in the role but also show us that you're proactive and knowledgeable during any discussions.

✨Tip Number 2

Practice your communication skills, especially over the phone. As a Trust Administrator, you'll be the first point of contact, so being clear and professional will make a great impression on both clients and colleagues.

✨Tip Number 3

Get comfortable with using administrative software like NavOne and DMS systems. If you can demonstrate your ability to quickly learn and adapt to these tools, it will set you apart from other candidates.

✨Tip Number 4

Show your commitment to client service by preparing examples of how you've gone above and beyond in previous roles. We value high standards of service, and sharing your experiences will highlight your suitability for the position.

We think you need these skills to ace Trust Administrator

Excellent Communication Skills
Customer Service Orientation
Attention to Detail
Time Management
Data Entry Accuracy
Familiarity with DMS Systems
Knowledge of Trust Registration Processes
Proficiency in NavOne Software
Organisational Skills
Ability to Handle Confidential Information
Problem-Solving Skills
Team Collaboration
Adaptability to Changing Priorities
Basic Financial Knowledge

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to understand the key responsibilities and skills required for the Trust Administrator position. Tailor your application to highlight how your experience aligns with these requirements.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous administrative roles or experiences that demonstrate your ability to manage client interactions, handle payments, and maintain accurate records. Use specific examples to illustrate your skills.

Craft a Strong Cover Letter: Write a personalised cover letter that addresses the hiring manager. Explain why you are interested in the Trust Administrator role and how your skills can contribute to the team's success. Be sure to mention your commitment to high standards of client service.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for an administrative role.

How to prepare for a job interview at Click To Hired

✨Know the Role Inside Out

Make sure you thoroughly understand the responsibilities of a Trust Administrator. Familiarise yourself with tasks like managing post, handling payments, and using systems like NavOne and DMS. This will show your potential employer that you're genuinely interested in the position.

✨Demonstrate Client Service Skills

Since the role emphasises high standards of client service, prepare examples from your past experiences where you've successfully managed client interactions. Highlight your ability to communicate effectively and resolve issues promptly.

✨Be Prepared for Technical Questions

Expect questions related to the specific software and processes mentioned in the job description, such as the Trust Registration Service and payment authorisation. Brush up on these topics so you can confidently discuss your familiarity and experience with them.

✨Show Your Team Spirit

As the role involves supporting wider teams, be ready to talk about how you work collaboratively. Share examples of how you've contributed to team success in previous roles, demonstrating your ability to support colleagues and enhance overall performance.

Trust Administrator
Click To Hired
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  • Trust Administrator

    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-06-16

  • C

    Click To Hired

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