ROLE NAME & GRADE: Trust Administrator

REPORTS TO: WAY Trustees Trust Operations Manager

Main Purpose of Role

To provide a professional, flexible, and high-level administrative service to our Trust clients.

Responsibilities of incumbent:

Be fully conversant and up to date with the operational aspects of WAY Trustees offering and general trust administration requirements.

Ensure that WAY Trusts are administered correctly:

  • Process new trust applications, liaising with internal & external investment partners administering the underlying investments.
  • Provide ongoing support to customers and advisers throughout the lifetime of the trusts.
  • Preparing accurate plan anniversary documentation within agreed timescales and distributing to customers and advisers.
  • Assist Trustees and their advisers in fulfilling the ongoing responsibilities associated with the trusts by responding to telephone or email enquiries.
  • Processing returned anniversary documentation, instructing transactions at the appropriate times and monitoring progress to settlement.
  • Updating plan database to reflect plan and investment transactions.
  • Work closely with WAY’s Regional Sales Managers and external investment service providers

Suitable Candidates will have:

  • Previous experience in an administration role within the financial, legal or accountancy sectors
  • Attention to detail and accuracy is essential
  • Excellent communication skills both orally and in writing with excellent interpersonal skills
  • Ability to process and absorb information quickly
  • Attention to detail and high standards of quality
  • Excellent organisational ability, prioritises work and sets realistic timescales

This is a full-time permanent job which is office-based, working 9am to 5pm Monday to Friday.

Benefits include:

  • Free on-site parking
  • Company pension scheme
  • Flexible and remote working opportunities
  • Staff activities

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