Administrator - Corporate Trustee & Client Relationships Team

About the role

This permanent, onsite position sits within the Employer Solutions division's Institutional Client Services team. It is client-facing and supports the efficient and timely processing of periodic trust reviews, trust AML and risk-based reviews, trustee minutes, payments and pension administration (transfers and withdrawals). The post holder also helps review due diligence and Worldcheck searches, and prepares these tasks for review by the team's client service manager.

Key responsibilities

• Prepare minutes to formalise trustee decisions and assist with receiving regular trust contributions and arranging invoice settlement.
• Carry out AML and risk reviews for new and current business, including approved fund range review and trustee account reviews.
• Assist with pension administration such as transfers and withdrawals, and help review due diligence and associated Worldcheck searches.
• Collaborate with internal teams to service clients and communicate externally with members and clients, using the standard JTC format.
• Follow set procedures to reduce the risk of error, complete work accurately and on time, and meet deadlines for ad-hoc projects and new client take-ons.
• Adhere to Risk and Associate Compliance procedures, regulatory requirements and AML legislation, and follow JTC core values.

Required profile

• Good attention to detail and strong analytical skills.
• Good numeracy.
• Ability to follow procedures carefully and work accurately and on time.

Required skills

• Good IT skills; working experience of Excel is essential.