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
Praxis is an exceptional employer that fosters a collaborative and professional work culture, making it an ideal place for a Senior Trust Officer to thrive. With a strong emphasis on employee development, you will have access to continuous learning opportunities and the chance to build long-term relationships with clients in a dynamic offshore environment. Located in a vibrant jurisdiction, Praxis offers a unique blend of challenging work and a supportive team atmosphere, ensuring that your contributions are valued and recognised.
