Purpose of the role

As one of our Senior Administrators, you’re a key player in our mission to deliver service that is not just high-quality, but genuinely thoughtful and personal. You’ll be the glue that holds operations together. Keeping things smooth, compliant and client focused.

Key Accountabilities

• Delivery of coordinated, efficient and compliant administration across your portfolio of client transactions.
• Ensure Engagement Lead is aware of significant client matters.
• Contribution to bottom line revenue by ensuring recovery rates and billing targets are achieved.

Day-to-Day Responsibilities

• Administration of all aspects of corporate and trust structures
• Liaise with advisors, banks and professionals to ensure smooth administration.
• Maintain accurate client data in fiduciary systems.
• Manage client relationships including acting as the primary point of contact and responding to queries promptly and professionally.
• Identify opportunities for new business referring to the New Business team to pursue new channels.
• Provide support to Senior Managers, focusing sharply on best practice.
• Draft minutes and file notes from telephone calls and meetings using company templates and standards.
• Control own work, billing and debtor management in line with company procedures.
• Undertake risk reviews to ensure regulatory compliance.

• Client Relationship Rockstar: You know how to keep things professional, personable and proactive. Clients trust you because you deliver with style and substance.
• Common Sense Connoisseur: You bring a practical, hands-on approach to everything you do, with a healthy dose of “let’s get this done” energy.
• Organisational master: Your inbox is an example of order, your calendar runs like clockwork and your digital filing system could win awards.
• Tech Confident: You don’t just use systems and applications – you make them work for you.
• Communication Champion: Whether it’s 10 conversations or 20, you stay calm and consistent. You manage workload expectations and ensure everyone understands what’s happening when and why.

• A minimum of 3 years’ experience in the TCSP sector is required.
• Demonstrable technical experience in the administration of trusts and offshore fiduciary structures.
• Demonstrable experience of using Microsoft computer applications and fiduciary management / data storage software. Viewpoint/Laserfiche skills would be ideal.

Attained or working towards recognised professional qualification.