Senior Estates and Trust Coordinator (12 month Contract)

The core parts of your role would be to

Evaluates and interprets data from both quantitative and qualitative perspectives, generated by internal CRM platforms, to identify and create the necessary reports that align with team and business group objectives.

Co-ordinates with trust officer to ensures the administration of assigned files are carried out in accordance with understood service guidelines, parameters and posted service standards for accuracy and timeliness

Oversees the new business process, including reviewing documents and ensuring the accuracy of key clauses

Identifies and recommends best practices to services teams on key data metrics within our CRMs to ensure efficient and accurate input of data

Develop and produce quarterly and annual reporting for internal leadership and external centers of influence as required

Monitor client satisfaction, collaborate with other business units to resolve issues, and ensure administrative and operational service standards are met or exceeded.

Organize onboarding of new clients and maintain client documentation in a standardized filing format to ensure all records are accessible and properly organized.

Supports the review and oversight of thought leadership content, webinar processes and marketing material, to ensure timely delivery and co-ordination. Includes collaboration with appropriate departments

Discuss file intricacies with trust administration (back office) staff to determine priorities and ensure a smooth transition

Deliver industry-leading standards in client experience for new business acceptance and procedures, ensuring compliance with company policies.

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Education

Bachelor’s degree in business or related

Three to five (3-5) years’ experience in the financial services industry with experience in Trust and Estate administration

Enrollment in the first course of the STEP Certificate program in Trust and Estates

Hard Skills

Proficiency in Microsoft Office, particularly Excel.

Strong written and oral communication skills

Strong attention to detail, with a focus on quality, compliance, and organization

Active listening and effective response to client needs

Results-oriented, with a collaborative mindset and a strong sense of teamwork.