Trust Administrator

Role Profile: Administration Role

Role Summary
Adhering to high standards of client service and helping others in the office to deliver the same is key for all colleagues. The administration role is to provide support to our wider teams.

Duties and responsibilities will include:

• Be the first point of contact by answering telephone calls in a timely manner
• Manage inbound and outbound post
• Accurately and promptly key in payments, and ensure ‘Payment Checklists’ are completed ready for payment authorisation
• Create new entities on NavOne and file using the DMS system
• Register trusts with the Trust Registration Service and ensure the records are kept up to date
• Submit client’s identification for verification and notify TCM’s of the results
• Complete all mandatory Compliance training on time
• Any other tasks as may be required from time to time

Job Skills & Qualifications
Required:

• Good communication skills, both verbal and written along with professional telephone manner
• Administrative experience
• Able to use own initiative
• Time management and organisation skills
• Professional presentation
• Ability to work flexibly and under pressure

Skills that will help you succeed in the role:

• Previous experience of working as part of a team demonstrating your ability to work effectively on your own, but also as part of a multi-disciplinary team
• Proficiency in Microsoft Office suite

Where you will be based:
The office is based in Central Bristol with some home working available once trained for the right candidate if you chose.

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