We’re looking for a Senior Trust Officer to join our client, an international trust and company service provider on a permanent basis. You’ll provide support to the team leader in administering a portfolio of clients whilst adhering to client service standards. You’ll also meet monthly financial objectives and KPIs.
The Role...
The successful applicant will administer a portfolio of more complex/higher value accounts. You will:
Liaise directly with clients and professional advisers in relation to ‘business as usual’ administration matters including drafting and issuing routine correspondence and e-mails without prior approval
Support with matters such as complex or unusual transaction requests, fee issues, service complaints etc.
Assist the team leader in meeting KPI targets by the timely clearance of action points and activities on NAV
About You...
We’re searching for someone who can bring a range of skills and experiences to enhance the team, as such you must have:
Proven experience within the CSP industry
Holds (or studying towards) relevant qualification e.g. STEP
We have a new opportunity to join an established provider of independent corporate and fiduciary services, on a permanent basis. As a Senior Client Administrator, you will provide trust and company administration services, including progressive client contact in a professional manner and in accordance with the strategic plan, regulatory requirements, service levels and company standards to meet client expectations.
The Role...
Your core responsibilities will include
Dealing accurately with all issues and administration related tasks for a portfolio containing some complex client structures, receiving, and handling efficiently all communications
Administering an allocated caseload of more medium and high risk clients, competently and autonomously with limited support of other team members
Managing, supervising, training, and developing junior members of staff and oversee their work. Motivate, encourage, and appraise junior members of staff in order that the overall service provided meets with the needs of both clients and the business
About You...
You will need
Strong technical TCSP knowledge
Fully or part-qualified ICSA / STEP
Strong organisation and control of workflow ability for self and team
Ability to take responsibility, good level of judgement and logical approach to problem solving
The Reward...
Highly competitive salary, company benefits package
A trust and corporate service provider is looking for a Senior Administrator to work as part of a Client Workgroup within the Fiduciary Services team. You will deal with all aspects of administration for multi-jurisdictional trusts and companies.
The Role…
Predominantly, your duties will include:
Performing all aspects of company and trust administration
Managing and maintaining an awareness of the workflow relating to your portfolio
Maintaining accurate timesheets in accordance to the client work undertaken daily
Liaising with clients, professional advisors and other third parties
Preparing documents in relation to transactions, including minutes and resolutions
Maintaining company and trust records, including due diligence
Reviewing financial statements and conducting risk and client reviews
Recognising and contributing to the mitigation of risk
About You…
To excel within this role, you will need:
Significant previous experience as a Senior Administrator within a CSP environment
STEP or ICSA qualification
Excellent client relationship skills and an international outlook
Good computer literacy, with a particular knowledge of the MS package
We have a new opportunity to join an established provider of independent corporate and fiduciary services, on a permanent basis. As a Senior Client Administrator, you will provide trust and company administration services, including progressive client contact in a professional manner and in accordance with the strategic plan, regulatory requirements, service levels and company standards to meet client expectations.
The Role...
Your core responsibilities will include
Dealing accurately with all issues and administration related tasks for a portfolio containing some complex client structures, receiving, and handling efficiently all communications
Administering an allocated caseload of more medium and high risk clients, competently and autonomously with limited support of other team members
Managing, supervising, training, and developing junior members of staff and oversee their work. Motivate, encourage, and appraise junior members of staff in order that the overall service provided meets with the needs of both clients and the business
About You...
You will need
Strong technical TCSP knowledge
Fully or part-qualified ICSA / STEP
Strong organisation and control of workflow ability for self and team
Ability to take responsibility, good level of judgement and logical approach to problem solving
The Reward...
Highly competitive salary, company benefits package
A trust and corporate service provider is looking for a Senior Administrator to work as part of a Client Workgroup within the Fiduciary Services team. You will deal with all aspects of administration for multi-jurisdictional trusts and companies.
The Role…
Predominantly, your duties will include:
Performing all aspects of company and trust administration
Managing and maintaining an awareness of the workflow relating to your portfolio
Maintaining accurate timesheets in accordance to the client work undertaken daily
Liaising with clients, professional advisors and other third parties
Preparing documents in relation to transactions, including minutes and resolutions
Maintaining company and trust records, including due diligence
Reviewing financial statements and conducting risk and client reviews
Recognising and contributing to the mitigation of risk
About You…
To excel within this role, you will need:
Significant previous experience as a Senior Administrator within a CSP environment
STEP or ICSA qualification
Excellent client relationship skills and an international outlook
Good computer literacy, with a particular knowledge of the MS package
Our Site uses cookies, including those from our partners, to ensure proper functioning and performance. By agreeing to the use of cookies and similar technologies, you can help us to improve user experience, analytics and marketing - find out more here - cookies policy
You can make your choice below, and modify this at any time through the 'cookies management' section found at the end of our Site page. Your choices are kept for a period of 6 months. Thank you!
You will find below the list of cookies present on our Site. You can accept or refuse the use of cookies by purpose (which implies the acceptance or rejection of all cookies concerned by this purpose). Please consult our cookies policy, thank you!
You can also use your social account to sign in. First you need to:
Accept Terms & Conditions and Privacy Policy.