Our client seeks a dedicated Senior Trust Administrator to manage a portfolio of private clients, including trusts and companies. The role requires exceptional organisational skills, technical expertise, and a proactive approach to client service. The successful candidate will assist with administration, bookkeeping, and preparation of annual accounts while ensuring compliance with relevant regulations and delivering high-quality client services.
Job Duties:
- Administer a portfolio of trusts and companies for international high-net-worth individuals under managerial supervision.
- Communicate professionally with clients and intermediaries through email, letters, telephone, and virtual meetings.
- Process accurate and timely payments while maintaining robust records.
- Prepare trust and company accounts, annual reviews, and support monthly/quarterly reporting requirements.
- Assist with FATCA/CRS reporting and ensure adherence to relevant compliance standards.
- Supervise junior team members, providing technical support and guidance.
- Monitor and achieve chargeability, WIP, recoverability, and debtor targets within set deadlines.
- Produce and review high-quality documents, including WIP commentary and administration invoices.
- Ensure daily time sheets are completed by self and junior staff.
- Attend client and intermediary meetings to build and maintain professional relationships.
- Comply with internal policies, procedures, and TCB Codes of Practice.
- Perform additional reasonable duties as assigned.
Job Requirements:
- Currently studying towards ICSA/ACCA/ICAEW/STEP or equivalent professional qualification.
- 3-5 years of experience in a private client trust and company environment.
- Accounts preparation and bookkeeping skills are desirable.
- Strong analytical skills with exceptional attention to detail and accuracy.
- Excellent interpersonal, written, and verbal communication skills.
- Ability to adapt to a variety of tasks and work on multiple clients simultaneously.
- Strong knowledge of Microsoft Office applications, particularly Word, Excel, and Access.
- A high level of discretion, confidentiality, and professionalism.
- Proven ability to manage workload effectively under time pressures.
What You'll Love:
This role offers the opportunity to work with a prestigious portfolio of clients, developing technical expertise and building long-term professional relationships. You'll join a supportive team environment, focused on excellence, client satisfaction, and continuous professional growth.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here