Trust Administrator / Senior Administrator

Saffery Trust • Allen, TX

12d

About The Position

Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term. Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: a competitive salary flexible working and dress for your day policies full financial support and study leave for professional development top-level health insurance for our people annual performance-based bonuses e-bikes free for staff use and opportunities to take part in green initiatives regular sports and social events as well as opportunities to support local charities We’re looking for an enthusiastic Trust Administrator / Senior Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. This role is a permanent contract, working within a trust and corporate services team to support high-net-worth individuals and their families.

Requirements

• successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, to include English and Maths
• effective and confident communication skills along with the ability to converse with a range of people
• ability to organise work schedule over the short term, with support if needed
• ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
• evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service
• a sound understanding of tasks covering a range of activities using multiple methods, techniques and processes
• may have attained or be working towards STEP or CGI, or equivalent, along with meeting your CPD requirements
• adapting style with ease to suit the audience and situation
• ability to identify and resolve non-complex issues, with support and direction
• ability to prioritise and complete tasks to achieve deadlines, with support and direction

Responsibilities

• assisting with the set up and maintenance of client information into the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
• completing the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements
• assisting with the opening and closing of entity bank accounts and assisting with review of incoming funds into client bank accounts, and working towards becoming competent in liaison with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions
• preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs
• preparing routine investment review minutes
• developing an understanding of the firm’s policies and procedures and how they impact day-to-day work
• developing an awareness of tax and taking note of warning messages along with gaining knowledge on the formation of legal entities and trusts
• updating the timekeeping system in line with expectations and striving to meet utilisation targets
• setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
• assisting team members with the opening and closing of entity bank accounts and assisting with the review of incoming funds to client bank accounts, noting any inconsistencies. Liaising with bankers over remittance of money deposit accounts and investment transactions and settlement instructions
• liaising with intermediaries as directed by senior team members, including proactively making phone calls. Attending intermediary meetings and preparing meeting notes where appropriate. Discussing technical matters with senior team members to gain understanding
• preparing routine investment review minutes and liaising with investment advisors and brokers, as required
• working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions
• acting in line with the firm’s policies and procedures and demonstrating good understanding of how they impact day to day working
• gaining and developing an awareness of tax, taking note of warning messages
• completing the timekeeping system and meeting utilisation targets

Benefits

• a competitive salary
• flexible working and dress for your day policies
• full financial support and study leave for professional development
• top-level health insurance for our people
• annual performance-based bonuses
• e-bikes free for staff use and opportunities to take part in green initiatives
• regular sports and social events as well as opportunities to support local charities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees