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This position reports to the Trust Manager / Assistant Manager. The Senior Trust Administrator takes responsibility for a designated portfolio of trusts and corporate structures and to complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the directors/managers, including training and developing more junior members where required.
Job Responsibility:
Undertake all routine administration for clients or as instructed by the Manager
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
Understand 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 and 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 New Street’s 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 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
Requirements:
A minimum of 2 years relevant experience in the trust field
Commenced studying for a relevant qualification such as STEP or ICSA
A commitment to a career in trust and corporate administration
Accurate written and effective verbal communication skills
The ability to use MS Word, Excel and Outlook at an intermediate level
A demonstrated commitment to consistently providing quality client service
Good team skills and be flexible to change and the needs of the business
Be detail orientated and analytical
Be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
The ability to take responsibility for and to drive and execute tasks
A willingness to learn new skills
The ability to prioritise and focus on the most urgent and important task
Exhibited skill in planning and monitoring workload including self-management and delegation to administrators in order to achieve goals within expected timescales
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