Senior Trust Administrator (12-Month Maternity Cover)

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 36,000 - 48,000; Full time

Job summary

Itchyfeet Recruitment Agency is assisting a client in the Isle of Man by recruiting a full-time temporary Senior Trust Administrator for a 12-month maternity cover, starting mid-October. You will handle a portfolio of client transactions and deliver high-quality, personalised service while supporting the Engagement Lead.

Responsibilities include efficient administration, billing targets, keeping client data accurate, liaising with advisors and banks, drafting minutes, and conducting risk

Qualifications

• Minimum of 3 years' experience in the TCSP sector.
• Experience with fiduciary software such as Laserfiche or Viewpoint is advantageous.
• Pursuing or attained a recognised professional qualification.
• Strong technical experience in the administration of trusts and offshore fiduciary structures.
• Proficient in Microsoft Office and fiduciary management/data storage software.
• Excellent client relationship management and communication skills.

Responsibilities

• Deliver coordinated, efficient administration across your client transaction portfolio.
• Keep Engagement Lead informed of significant client matters in a timely manner.
• Contribute to bottom line by achieving recovery rates and billing targets.
• Administer all aspects of corporate and trust structures effectively.
• Liaise with advisors, banks, and professionals to ensure seamless administration.
• Maintain accurate client data using fiduciary systems.
• Manage client relationships, acting as the primary point of contact.
• Identify opportunities for new business and refer them to the New Business team.
• Provide support to Senior Managers with focus on best practice.
• Draft minutes and file notes using company templates.
• Control billing and debtor management in accordance with procedures.
• Conduct risk reviews to ensure regulatory compliance.

Skills

Trust administration

Client relationship management

Attention to detail

Organisational skills

Education

Professional qualification in TCSP

Tools

Laserfiche

Viewpoint

Job description

Itchyfeet Recruitment Agency is assisting a client in the Isle of Man by recruiting a full-time temporary Senior Trust Administrator for a 12-month maternity cover, starting mid-October. You will handle a portfolio of client transactions and deliver high-quality, personalised service while supporting the Engagement Lead.

Responsibilities include efficient administration, billing targets, keeping client data accurate, liaising with advisors and banks, drafting minutes, and conducting risk