Trust Administrator
Job Description
The role is to provide a bespoke premier Trustee administration service within agreed turnaround times for plans involving key executives in employee benefit trusts, Trusts and Companies adopting a right first-time approach, providing an operational point of contact for certain key clients. ; oversee operational contact client records and processes ensuring core client sites hold accurate information; develop working relationships with clients to maximise client retention; identify and implement efficiencies and minimise risk by regular review of existing processes; provide outbound calling to client/ participant to assist with query resolution within processes; answer client and colleague queries; support and train junior team members.
The successful candidate will have a good knowledge of JFSC requirements and awareness of requirements for other jurisdictions; proactive and able to hit the ground running; experience and sound knowledge in Trust and Company/employee benefit trust administration essential; excellent communication, problem solving, IT, organisation and prioritisation skills; able to multi-task with attention to detail; able to work to deadlines and under pressure; able to adapt to and apply new technologies; desirably studying/completing CGIUK IFA Level 4/equivalent.