Sunday 14 August 2022
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Senior Administrator

Trust Enquire


Type:Full Time

Full Description

Our client is looking for an experienced and organised Senior Administrator to join their small, friendly team.
This is a temporary role to commence in December for approximately 7 months, offering a competitive salary of £45,000 (pro-rated). The role will preferably be full-time however are open to reduced hours to suit the right candidate.

Purpose of the role and how it adds value:  
  • To work in a senior capacity administering trusts, companies and foundations including liaising with clients, banks and investment managers as and when required.
  • To guide the team and mange workloads in the absence of the Director with support from the other Director.
  • To train and develop junior staff.
  • To maintain a highly relevant understanding of the Company’s policies and procedures and to ensure all administration is undertaken in accordance with the Company’s procedures.
  • To maintain a practical understanding of relevant legislation and global initiatives affecting Trust Company Business.
  • To actively engage in the Company’s risk disciplines, always ensuring that work is undertaken in adherence with the standards and quality required by the Company and to act with integrity and demonstrate ethical behaviour.
  • Risk excellence accrued to and acting as first line of defence.
  • To ensure workloads are undertaken accurately and professionally without risk to the firm or client.
  • To maintain and develop working relationships with professional advisors and third parties.  To attend networking events to promote business in a positive manner.
  • To liaise with your line manager on a day to day basis and to keep them appraised of ongoing administration matters.
  • To support business in the development of new business opportunities.
Deliverables: criteria/results by which success can be measured:  
  • Adherence to relevant legislation and compliance with policy and procedures.
  • Maintain and strengthen client relationships through an effective and efficient administrative service.
  • Produce accurate work within agreed deadlines.
  • Appropriate and accurate use of systems.
  • Payment oversight and authorisation and control over foreign exchange transactions.
  • Diary maintenance, organisation of workloads and oversight of team deliverables.
  • Ability to recognise and mitigate potential risk situations and embed risk culture within team.
  • Timesheets to be completed daily and recorded accurately, with recoverability levels met.
  • Review of loan interest calculations and other spreadsheets for client reporting.
  • Company secretarial skills to include preparation of minutes ensuring meetings convened and notice given in accordance with legislation and company articles to ensuring all action points addressed on a timely basis.
  • Completion of annual review and clearance of review points on a timely basis.
  • To provide guidance on best practice to junior staff.
  • Representation of the Company through networking, attending seminars, presentations and events as appropriate.
  • Fact to Face client meetings.
  • Tran and develop junior staff providing guidance on best practice.
  • Required CPD training hours to be maintained in accordance with industry expectation and to actively attend relevant training to support the business.
Critical qualifications, skills and abilities required for the role:  
  • ICSA/STEP (diploma level) or equivalent professional qualification.
  • Experience of 5 years plus at a senior administrator level within the trust and private client industry.
  • Role model and continual improvement evidenced. 
To apply for this role, please email your CV to


How to apply

To apply for this job please email

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