At a Glance
- Tasks: Manage a diverse portfolio of trusts and companies with attention to detail.
- Company: Join a supportive team at VG, where your contributions matter.
- Benefits: Enjoy professional development, mentoring, and a flexible work environment.
- Other info: Dynamic workplace with opportunities for personal and professional growth.
- Why this job: Make a real impact while building long-term client relationships.
- Qualifications: Experience in trust administration and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a Trust Administrator to join a welcoming and talented team, taking responsibility for the administration of a varied portfolio of trust and company structures. If you have an eye for detail, a passion for client service, and are ready for a new Monday - join team VG!
In this busy team you will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures. You will be proactive and approach challenges with conviction, positivity, urgency, efficiency and a smile! You will always look to deliver excellent service and ensure that you are doing the right thing for clients, staff, and shareholders. No two days are the same at VG.
You will need to be organised, detail-orientated, work under your own initiative yet seamlessly with your team towards the completion of team goals and constantly look for ways to do things better, faster or more efficiently. Risk mitigation is part of our DNA; you will maintain specialist and technical knowledge across our solutions, awareness of the industry's evolving legal and regulatory landscape and proactively identify and report risks and concerns in a timely manner to ensure that VG upholds the highest level possible of compliance and reputation.
You will have your own goals, both personal and professional; as part of the VG family you will be offered support, professional qualifications and mentoring to build a successful career and fulfil your ambitions.
The list below details the tasks your role is likely to include. It is not exhaustive and may be amended from time to time.
- Client Administration
- Take responsibility for the administration of a portfolio of trust and company structures.
- Maintain the highest standards of administration, including the periodic production of reports and analyses for third parties.
- Draft and prepare documents such as minutes and resolutions as appropriate.
- Liaise with clients, intermediaries and other professional advisers.
- Attend client meetings with client directors and managers.
- Provide excellent service by building and maintaining long-term relationships.
- Optimise client potential and deliver a consistent, seamless client experience.
- Maintain client confidentiality at all times.
- Undertake any other duties that management may reasonably require from time to time.
- Financial
- Complete your timesheet daily with accurate narratives.
- Achieve the financial target set by management.
- Manage your WIP, keeping write-offs to a minimum.
- Understand the requirements and processes for payments, including those involving high-risk clients.
- Monitor for receipt of funds and confirm when received.
- Take responsibility for the billing process for your client portfolio.
- Prepare payment instructions, including for online banking systems, with supporting documentation.
- General Administration
- Carry out general administration duties essential to the efficient running of the business.
- Compliance and Risk Management
- Request and maintain up-to-date CDD documentation for your client portfolio.
- Understand what is appropriate and acceptable in relation to CDD and risk, escalating any concerns to your Manager.
Skills, Knowledge & Expertise
- Holds or is studying towards a Table 4 qualification.
- Proven experience in trust and company administration, financial services or a legal services environment.
- Sound knowledge of the regulatory framework and Microsoft Office.
- Excellent written and verbal communication skills.
- Highly accurate with strong attention to detail and good time management.
- Proactive, motivated and able to use initiative, with a drive to achieve excellence for yourself and your clients.
- A flexible team player with a desire to learn and develop.
Department: Private Clients
Employment type: Permanent
Employment status: Entitled / Entitled to Work
Trust Administrator employer: Volaw Group
Volaw Group is an excellent employer, offering a supportive and collaborative work culture that values attention to detail and client satisfaction. Employees benefit from ongoing professional development opportunities and a commitment to maintaining a healthy work-life balance in the vibrant setting of the United Kingdom. Joining our Private Clients team means being part of a dedicated group that prioritises excellence and fosters personal growth.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Volaw Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Volaw Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Volaw Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Volaw Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Volaw Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Volaw Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Volaw Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
