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Senior Administrator, Trust & Corporate
- To be advised
- Permanent, Full Time
- Closing in 5 days
- Search and Select Recruitment Agency
Our client seeks a Senior Administrator to join their team. Role Profile: The purpose of the role is to deliver excellent client administration of a complex portfolio of client trust and company structures and to offer oversight and support to the Trust & Corporate team as required. The job holder will liaise closely with the Trust & Corporate team, clients and intermediaries. The role encompasses all aspects of administering a portfolio of company and trust structures. Key Responsibilities Client Service & Relationships All aspects of administering your portfolio of entitiesMaintaining and building excellent relationships with clients and intermediaries through quality serviceResponding to all client communications in a timely fashion Preparing for and attending client meetings as required Preparation for and attendance at client meetings and preparation of post meeting file notes and board minutes when required Preparation of minutes and transactional documents for presentation to the client company Boards & Trustees;Assisting with client onboarding for new and transferring in businessCompletion of terminations and transfer outs on a timely basisArranging payments; Assisting the accounts and bookkeeping team with any unclarified items or queries Review of Financial Accounts for portfolio including those externally prepared.Review of Investment Portfolio performance in accordance with proceduresPresentation of transactions to the Material Transaction Committee when requiredManaging billing for your clients review of WIP; approving invoicing; sending to client and collection of fees due.Effective management of debtors.Regulatory & RiskMaintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementationMaintaining and updating Client Profiles and Risk AssessmentsCompleting outstanding action points in a timely fashionLiaison with Compliance Department where required Obtaining client due diligence where necessary for existing and new business General Responsibilities To complete and input time in the time billing system on a daily basisAny other duties as may be required from time to time in accordance with the demands of the role Key Skills and Experience:3-5 years' experience in an administrative role...
For a full list of responsibilities and requirements or to apply for this great role, please visit the website at searchandselect.com, quoting the reference number: 16658