Trust Administrator

  • Post Date: March 4, 2022
  • Isle of Man
Job Description

Role Responsibilities:
– Ability to process and check periodic trust reviews in a timely, efficient manner and highlight issues arising. – Accurately document amendments to trust or client information.
– Strong and clear written and verbal communication with internal and external customers.
– Ability to answer queries from clients, advisers and colleagues via telephone, email and letter.
– Adhering to regulatory legislation and ensuring compliance requirements are met.
– Working as part of a team
– Working accurately to tight deadlines
– Highlighting issues and contributing ideas and suggestions for process improvements, where possible
– Ability to process agent and client amendments, deaths and new business applications.
– Produce and file records of trust decisions, create and process invoices for trust company fees.
– Demonstrate the ability to respond to/deal appropriately with 65-70% of queries/requests raised by our clients.

Skills & Experience Required:
– 5 GCSE (or equivalent) grade C or above
– Good Knowledge of Microsoft Office
– Applications (Word, Excel, Outlook)
– Ability to draft clear letters and emails
– Experience within a customer facing administration role

This role is Part-Time

Phone 01624 615600