Job Description

Name: Job Title: Senior Trust Administrator

Department: Trust Primary Report Line: Trust Manager

PAD Framework: Professional Board Report Line: Line Director

Job Purpose

This job involves working as a member of the team to carry out the general administration and supervision of a defined portfolio

of clients in an efficient, accurate and timely manner.

You will be working towards or will have completed a first level Trust related qualification and will have developed good

communication with clients, Directors, team members, other colleagues and professionals and a good knowledge of Trust,

ensuring that an efficient service is provided to clients.

You will ensure that you maintain confidentiality of information at all times.

Corporate & Professional Responsibilities

● To promote and support the aims and image of the firm.

● To develop and maintain effective working relationship with all colleagues.

● To co-operate with colleagues to promote an open and supportive environment.

● To carry out duties in a careful and professional manner, acting in a way that supports and upholds the reputation of

the business.

● Establish and develop working relationships based on confidence, trust and respect, exhibiting professional and

personal integrity at all times.

Job Responsibilities/Accountabilities

Objectives

● Respond positively and promptly to client demands and provide consistent, high quality service to clients.

● Meet targets and objectives set by Managers and have an understanding of the consequences associated with

missing deadlines.

● Review all work before handover to the Manager.

● Seek feedback from others regarding own performance and with manager assistance produce SMART objectives

following one-to-one meetings.

● Attend agreed relevant courses to improve technical knowledge and complete relevant trust qualification.

● Respond positively to requests for help and support in the team and share existing knowledge and skills for the

benefit of the team.

Administrative

● Ensure proper completion of all aspects under the PlainSail timekeeping system.

● Ensure that all office and departmental procedures are adhered to.

● Set up and maintain statutory records including minutes of directors and shareholders meetings and trustee

resolutions for a defined portfolio of clients and assist senior staff in maintain other records as necessary.

● Have a good working knowledge of the computer system and ensure that all necessary client information is

contained in the database and up dated as requested.

● Be competent in day to day bookkeeping for companies and trusts to trial balance. With training and experience

become involved in dealing with basic accounts.

● Liaise with bankers over remittance of money, deposit accounts and investment transactions.

● Open/close trust and company bank accounts.

● Liaise with brokers over investment transactions and settlement instructions.

● Have a working knowledge and with tuition and practice, become competent in the formation of limited companies

and setting up of new trusts.

● Complete billing forms as necessary.

● Develop good communications skills, liaising regularly where appropriate with clients and associates by telephone

and written correspondence.

● Adhere to compliance procedures and ensure that all documentation regarding client review is provided to client

reviewers in a timely manner.

● Produce a simple set of accounts with assistance.

● Demonstrate basic tax knowledge.

● The ability to discuss technical matters with seniors.

● Any other relevant duties as requested by your Manager.

Key Attributes:

Knowledge

● Minimum of 5 GSCEs, including Maths and English at C grade or above

● Previous experience in a trust administration role

● Excellent working knowledge of philosophy and culture and awareness of business objectives

and strategies

● CGI (formerly known as ICSA) Cert or STEP Certificate Qualification preferred.

Skills

● Good communication skills and ability to develop effective relationships at all levels

● Effective organisational and planning skills

● Accuracy and attention to detail

● Proficient in all relevant IT programmes

Attitudes

● Dedicated and highly professional approach with total commitment to best practice with a pro-active approach

● Ability to work independently, use initiative and to prioritise work

● Ability to work in a timely manner, and to meet deadlines when under pressure

● Supporting approach regarding management decisions

Regulatory Requirements

● Demonstrate full compliance with all legal requirements and all relevant policies

● Demonstrate full adherence to all GFSC regulatory and Data Protection requirements

Possible next career steps include:

Trust Officer