Our Client is seeking a Senior Trust Officer to join their growing team. 

The Client Administrator will assist one or more of the CRDs with the administration of a complex portfolio of clients, liaising closely with the Director to ensure client communications and administration is carried out in accordance with our policies and procedures.

Role responsibilities:

• Assist one or more CRDs with the administration of a complex portfolio of clients according to their ability and complexity of the matter in hand. Passing all correspondence through director for authorisation and liaising closely with the director before or after (if appropriate) communication with clients and intermediaries.
• Expected to assist less experienced staff members and show leadership as required.
• Assisting on client and non-client related projects to support the firm and board of directors to meet its objectives.
• Expected to be studying or hold a table 5 qualification and obtain appropriate levels and type of CPD to enable role to be fulfilled as identified in discussions with the CRD.
• Assisting director in training and managing more junior members of staff as appropriate.

The ideal candidate will have 5+ years’ experience in a private client environment and hold an appropriate recognised professional qualification.