Trust Administrator

**Responsibilities**:
**Description of the Business Line or Department**

The role is in the EBTs and Pensions business line within Fiduciary & Trust Services which provides administration and

trustee services to employee incentive and pension schemes.

**Summary of the key purposes of the role**
- To support trust officers in administering the day to day activities for several entity types, including but not limited to: employee share schemes, pension schemes, and deferred compensation schemes, ensuring that regulatory requirements, operational standards and controls are complied with.
- The incumbent will assist the trust officers in the effective management of these structures and ancillary internal projects ensuring that their workload is processed efficiently in accordance with established deadlines.
- On the job training on the trust structures will be provided and there is potential for supporting external studies (e.g. ICSA/STEP)

**Summary of responsibilities**
- Preparation of transaction paperwork, for example trust resolutions, investment instructions and inputting of payments
- Assist with preparation of trustee meeting packs, updating schedules and being a source of administrative support for the team senior trust officers
- Gain knowledge of the clients in the portfolio such that you can independently take on various trust administration tasks
- Static Data updates using NAVOne
- Assist with general filing/archiving/scanning for the team
- Billing and working capital cycle - prepare monthly billing packs, send out invoices and debtor chasing
- Maintain training and development to continually improve their ability and performance.
- General assistance in internal projects such as FATCA/CRS reporting and KYC/administration reviews
- General administration duties

**Profile required**:
**Competencies**
- Experience of an office environment helpful
- Attention to detail and accuracy
- Ability to deal with conflicting demands under pressure
- Ability to demonstrate effective communication skills
- Client focus
- Ability to work well in a team

**Why join us**:
People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

**Business insight**:

- Reference:

- **23000NN0**
- Entity:

- **Kleinwort Hambros**
- Starting date:

- **2023/11/27**
- Publication date:

- **2023/08/11