Job Description
As the Senior Administrator you will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to clients, intermediaries and stakeholders, in support of the Client Directors. The role holder will work to identify and mitigate risk across their span of control and to ensure high standards of client service.
Role Responsibilities
– Deliver high quality service to all clients, intermediaries and stakeholders to ensure longevity of relationships, providing technical and other support to their team
– Interact directly with their clients as required and be responsible for client communication and the statutory maintenance of their portfolio.
– Identifying client needs and delivering upon opportunities to drive up levels of client service as well as seeking to identify new business opportunities.
– Deliver on client commitments to agreed deadlines and to a high standard
Skills & Experience Required
– Hold a minimum of 3 years experience within a CSP / TCSP position
– Hold or be studying towards a relevant professional qualification.
– Demonstrate excellent technical competency and ability to impart that knowledge to others effectively.
– Proven track record in technical and complex transactions for their clients.
– Sound knowledge of current issues affecting structures and the clients for whom we act.
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