Trust Administrator
This role requires the ability to complete administrative assignments to a consistently high standard and within agreed timeframes. The successful candidate will demonstrate a strong interest in developing their understanding of trust administration, offshore products and services, and relevant legislation and regulatory issues. A proactive approach to expanding knowledge through formal study and on-the-job learning is expected.
Principal duties and responsibilities
• Carry out day-to-day administration tasks essential to the onboarding of new business and the ongoing maintenance of corporate governance for all clients
• Process payments, including conducting World-Check and Sentinel searches, and completing sanction screening at the point of payment
• Manage external accounts by circulating reports of overdue accounts received, and follow up with the Client Centre
• Generate monthly internal accounts reports detailing the accounts position
• Review, reconcile, and circulate compliance registers to the Client Centre and Compliance team
• For new business, set up files, advise the Client Centre on CDD requirements, complete Adex/Viewpoint setup forms, and return them for approval
• Complete risk and file reviews, manage action points, and monitor trigger events
• Maintain Viewpoint setup records including appointments and resignations of directors, shareholders, UBOs, external signatories, accountants, POAs, consultants, and bank accounts
• Administer processes relating to lost business, including transfers out, dissolutions, and trust terminations, taking appropriate action upon notification
• Monitor application (potent) status and collect updates from the Client Centre
• Oversee the safe custody of items, including temporary removals and ensuring the return of items as required
• Ensure records management is maintained as instructed by the Client Centre or Control Room
• Coordinate billing activities in partnership with the Client Centre and Control Room
• Complete all work to the standards required by the Technical Delivery Manager and within agreed deadlines
• Build and maintain professional relationships with both the Client Centre and Control Room, demonstrating high standards of client service
• Become, or work towards becoming, an expert in KYC/CDD policies and procedures to support the Client Centre with regulatory compliance and maintaining client knowledge
• Provide open and constructive feedback on delegated tasks and contribute to a collaborative team environment
• Carry out any other duties that may reasonably be required in relation to the role
Job requirements
Knowledge, skills, and experience required
• Holds A-Levels, a degree, or equivalent qualifications, with a willingness to pursue a relevant professional qualification
• Capable of assimilating and applying technical information effectively
• Strong organisational and time management skills, supported by a working knowledge of trust administration processes
• Ability to take responsibility for completing work accurately while identifying and escalating any issues to the Technical Delivery Manager
• Professional conduct, excellent interpersonal skills, and a high degree of accuracy in all tasks
• Diligent, careful, and confident in seeking clarification of delegated tasks when necessary
• A keen interest in financial services and an understanding of how these can add value to clients
• A positive, enthusiastic attitude with a desire to take responsibility and contribute to team initiatives and activities
• Commitment to group objectives, with the confidence to share ideas and offer input
• Ability to manage own workload, set priorities, and meet deadlines agreed with team members responsible for clients
• Demonstrates high attention to detail and produces accurate work consistently
• Completes a minimum of 25 hours of relevant CPD annually
• Maintains and regularly updates CPD records, reporting them to HR as required