Trust Administrator (Trust Structure/Client Servicing/, $7.5k ) (ID: 706085)

Responsibilities

• Deliver high-quality service to intermediaries and clients, fostering strong relationships and conducting regular trust reviews.
• Achieve personal targets related to time management, utilization, and working capital management to support overall profitability.
• Identify and mitigate risks associated with the client portfolio, collaborating with team management to ensure compliance with business risk targets.
• Support Trust Directors in enhancing client service levels and promptly address client commitments and deadlines.

Requirements

• Bachelor's degree in Finance, Accountancy, or a related field from a recognized institution, along with a relevant professional qualification such as STEP or ICSA.
• A minimum of 4 years of experience in trust administration within the fiduciary sector, demonstrating strong client service capabilities with high net worth clients.
• Proficient u...