Administrator, Trust & Corporate

The purpose of the role is to deliver excellent client administration to a portfolio of client trust and company structures and to support the Trust & Corporate as required. The job holder will liaise closely with the Trust team, clients and intermediaries. The role encompasses all aspects of administering a portfolio of company and trust structures.

KEY RESPONSIBILITES
The post holder will be responsible for:
Client Service & Relationships

Administration of a portfolio of entities including (but not limited to); e-mail and telephone communication with clients and intermediaries; transactional work; payments; administration of a wide and varied range of asset types; drafting of minutes/resolutions and source documents for presentation by the Team Leader to the Client Committee
Maintaining and building good relationships with clients and intermediaries through quality service
Responding to all client communications within 24 hours (including holding replies)
Preparation for and attendance at virtually held and locally based client meetings and preparation of the post meeting file note
Assisting the Directors and Senior Management with the on-boarding of new business
Completion of terminating and outgoing business within 3 months of notification
A quarterly review of all time billed to their portfolio
Regulatory & Risk

Maintaining and updating Client Profiles and Risk Assessments
Keeping client due diligence up to date and compliant
Attending to and completion of Tasks within their due date
Signing off Periodic Reviews within 3 months of receipt

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