Trust Administrator, responsible for providing and maintaining full service to advisors, settlors, and beneficiaries of company trusts, sought by International Life Assurance company.
Dealing with clients, IFAs, and Sales Team members via telephone and email.
Processing and pre-vetting new business applications.
Process and check annual reviews, highlighting issues and handling any amendments to trust or client information.
Process assignments, beneficiary distributions, and requests for payments.
Skills & Experience:
Minimum 2 years experience within Financial Services.
Knowledge of AML/KYC regulatory framework.
Considerable experience within customer facing administration roles.
Minimum 5 GCSEs (inc. English & Maths) at grade C or above.
Hours & Benefits:
Salary commensurate with experience, full company benefits, full time business hours.