JOB SPECIFICATION
Job Title:
Senior Trust Administrator
Company:
New Street Management Limited
Location:
Guernsey
Reporting to:
Trust Manager / Assistant Manager
New Street Management Limited:
New Street is a privately owned and independent trust company providing bespoke fiduciary services to its international client base. New Street Management Limited and its subsidiary companies benefit from a wealth of experience in the establishment and administration of wealth management and asset protection structures.
Position Summary:
To take responsibility for a designated portfolio of trusts and corporate structures and to complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the directors / managers, including training and developing more junior members where required.
Specific Duties
• Undertake all routine administration for clients or as instructed by the Manager
• Accurately effect client banking instructions
• Have an awareness of client take on procedures and the associated risk involved
• Become familiar with team’s existing allocated client portfolio
• Ensure quality day to day service for team’s client portfolio
• Understand trust and corporate regulatory requirements
• Communicate effectively and concisely with other team members
• Maintain a courteous, positive and professional manner with both external and internal clients /colleagues at all times
• Pro-actively work with internal individuals and groups to ensure timely delivery of client data
• Ability to resolve queries/find solutions
• Be familiar with and adhere to New Street’s internal practices and procedures
• Maintain focus on chargeable time
• Manage and record own time effectively and accurately
• Be responsible and effective in cash collection and control of debtors
• Construct accurate written communications – letters, emails, minutes
• Take responsibility for self-development
• To motivate junior staff members
• Work on agreed training requirements and performance goals to ensure on-going development
• Consult and escalate issues and exceptions to senior team members to alleviate problems or risks
Other Requirements
The candidate will ideally have:
• A minimum of 2 years relevant experience in the trust field
• Commenced studying for a relevant qualification such as STEP or ICSA
• A commitment to a career in trust and corporate administration
• Accurate written and effective verbal communication skills
• The ability to use MS Word, Excel and Outlook at an intermediate level
• A demonstrated commitment to consistently providing quality client service
• Good team skills and be flexible to change and the needs of the business
• Be detail orientated and analytical
• Be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
• The ability to take responsibility for and to drive and execute tasks
• A willingness to learn new skills
• The ability to prioritise and focus on the most urgent and important task
• Exhibited skill in planning and monitoring workload including self-management and delegation to administrators in order to achieve goals within expected timescales.
• A proven academic record
Other:
Various New Street companies are licensed by the Guernsey Financial Services Commission. Please see our website www.nsmtrust.com for details. The post holder is required to ensure to the best of his or her ability that the duties and obligations imposed by virtue of such authorizations are always discharged effectively.