Associate Trust and Corporate Administrator

Job Purpose As an Associate Trust and Corporate Administrator in the finance sector, you will be responsible for supporting the trust and corporate services team in the administration of client accounts.

Main duties

• Assist in the administration of trust and corporate client accounts, including the preparation of account opening and closing documents, maintaining client records, and processing transactions.
• Ensure compliance with regulatory requirements related to trust and corporate administration.
• Provide high-quality customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
• Collaborate with other departments and stakeholders to ensure trust and corporate administration processes are aligned with overall organizational goals.
• Assist in the preparation of trust and corporate reports and presentations.
• Participate in training and professional development activities to stay up-to-date on industry trends and regulatory requirements.

Qualification, Experience and Skills

• Bachelor's degree in finance, accounting, or related field; Master's degree preferred.
• Minimum of 1 year of experience in trust and corporate administration.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work collaboratively with other departments and stakeholders.
• Highly organized, detail-oriented, and able to work under pressure.
• Proficiency with Microsoft Office Suite and other relevant software.
• Knowledge of trust and corporate administration software and systems preferred.

The Company reserves the right to vary or amend the duties and responsibilities of the post holder at any time according to the needs of the Company's business.

The statements contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak work periods or otherwise to balance the workload.

The Sovereign Group is proud to be an equal opportunities employer and encourage diversity throughout our company.  We will not tolerate discrimination against protected characteristics (gender, age, sexual orientation, race, religion, disability, parental status, maternity etc). We ensure that no member of staff or any job applicants are treated less favourably than anyone else.

Equal Opportunities apply in all our working conditions including pay, hours of work, holiday entitlement, sick pay, recruitment, training, promotion etc.