Administrator, Fiduciary - 33474
👤 For candidates
🤖 Enhance with AI
- ›Automate document filing with Microsoft Copilot and Power Automate
- ›Use AI tools for deadline tracking and compliance reminders
- ›Leverage Copilot for drafting and proofreading reports
📈 Disruption outlook
% risk of significant disruption
🎓 Learn now
📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)
🏢 For employers
🔄 Alternatives
Automate routine document and compliance workflows
Draft and manage client email responses
Blend AI tools with human client interaction
⚡ Recommendation
⚡ Augment roleAI can streamline admin tasks but client service needs human input
Microsoft Copilot & M365
Draft and proofread reports and correspondence
Automate compliance and deadline tracking workflows
Assist with client email responses and scheduling
Office Clerks, General
O*NET 43-9061.00
Job Description
Automation Risk
Many core tasks are routine or can be augmented with current software and AI tools, such as document management, deadline tracking, and compliance documentation. However, client interaction, creative problem-solving, and process improvement require human judgment and interpersonal skills, reducing full automation risk. The role is highly exposed to AI augmentation, especially for administrative and compliance-related functions.
Task analysis
- Maintain and update client files and records in accordance with regulatory requirements.
- Assist with the preparation and submission of compliance documentation.
- Respond to client queries and provide high-quality service via email and phone.
- Coordinate with internal teams to ensure timely completion of administrative tasks.
- Monitor and track deadlines for fiduciary and administrative tasks.
- Compile, proofread, and distribute reports and correspondence.
- Support onboarding and due diligence checks for new clients.
- Handle incoming and outgoing communications, including mail and calls.
- Contribute to process improvements within the administration team.
Occupational Classification
UK Salary Benchmark
Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings
👤 For Candidates
AI & future-of-work guidance
🤖 Enhance with AI
- ›Automate document filing with Microsoft Copilot and Power Automate
- ›Use AI tools for deadline tracking and compliance reminders
- ›Leverage Copilot for drafting and proofreading reports
📈 Disruption outlook
% risk of significant disruption
🎓 Learn now
📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)
🏢 For Employers
Strategic hiring options & technology alternatives
🔄 Alternatives
Automate routine document and compliance workflows
Draft and manage client email responses
Blend AI tools with human client interaction
⚡ Recommendation
⚡ Augment roleAI can streamline admin tasks but client service needs human input
Microsoft Copilot & M365
Draft and proofread reports and correspondence
Automate compliance and deadline tracking workflows
Assist with client email responses and scheduling
Key Skills
Knowledge Areas
O*NET Competency Skills
Alternative Career Paths
Manage a portfolio of fiduciary clients with greater responsibility for compliance and client relationships.
Specialize in supporting compliance monitoring and regulatory reporting within financial services.
Focus on the administration of trusts, including documentation, client liaison, and statutory compliance.
Oversee the administrative functions and staff of an office, ensuring efficient operations.
Also Consider
🔥 Hot Technologies
In-demand tools for this occupation (O*NET)
Work Activities
General work activities from O*NET
- Working with Computers
- Communicating with Supervisors, Peers, or Subordinates
- Getting Information
- Performing Administrative Activities
- Documenting/Recording Information
- Establishing and Maintaining Interpersonal Relationships
- Processing Information
- Communicating with People Outside the Organization
- Organizing, Planning, and Prioritizing Work
- Identifying Objects, Actions, and Events
- Evaluating Information to Determine Compliance with Standards
- Updating and Using Relevant Knowledge
- Making Decisions and Solving Problems
- Scheduling Work and Activities
- Monitoring Processes, Materials, or Surroundings
Anthropic Economic Index
Real-world AI adoption data from millions of Claude conversations · Dataset ↗
Observed Claude Usage
45%
of conversations
Classic Auto. Risk
96%
Frey & Osborne
Job Zone
2/5
Some prep
O*NET Median Salary
£26k
US ref. $33k · fx 0.79
Occupational family: Office and Administrative Support
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