At a Glance
- Tasks: Manage a portfolio of clients, ensuring statutory records are maintained and payments processed.
- Company: Join a reputable firm that values professional development and client relationships.
- Benefits: Opportunity to train junior staff and engage in ad hoc project work.
- Other info: Position involves liaising with clients and various departments.
- Why this job: Ideal for those seeking to manage complex trust and company structures.
- Qualifications: Must have at least 3 years' experience managing a client portfolio and a STEP qualification.
The predicted salary is between 35000 - 45000 £ per year.
Day to day running of a portfolio of clients which will contain a mixture of trusts and companies, dealing with a wide variety of arrangements which may be of a complex nature under the supervision of a Trust Supervisor / Assistant Trust Manager.
Job Accountabilities
- The day to day running of own portfolio of clients.
- Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times.
- Entering payments and identifying receipts as required.
- Preparation of minutes/resolutions of the Trustee / Board for routine matters.
- Entity reviews – to assist with clearing any action points following the annual reviews.
- Liaison with our respective departments regarding legal, accounting and taxation matters.
- Liaison with clients and intermediaries both by telephone and in writing, and such matters will range in complexity.
- General administrative tasks relating to the running of Trust and Company structures.
- Ad hoc project work of a complex and non-complex nature.
- To train and assist junior staff with queries/problems.
Minimum Education and Experience
- Educated to ‘A’ Level standard, or equivalent.
- A minimum of 3 years’ relevant experience during which own portfolio of clients has been managed.
- A relevant professional qualification i.e. STEP Certificate/Diploma.
Required Skills
- Strong written and verbal communication skills.
- Good problem solving skills.
- A strong team player.
- Ability to work to deadlines with minimum supervision.
Senior Trust Administrator employer: Praxis Group
This firm offers a supportive environment for professional growth, located in a vibrant city. The team focuses on delivering tailored solutions for trusts and companies, ensuring high standards of service.
We think you need these skills to ace Senior Trust Administrator
Statutory Record Maintenance
Payment Processing
Preparation of Minutes/Resolutions
Entity Reviews
Liaison with Legal, Accounting and Taxation Departments
Client Communication
General Administrative Tasks
