Administrator / Senior Administrator

Our seeks a Client Services Administrator to join their team. Key Responsibilities: Work within the administration team, supporting the Client Services Team Leader and Client Services Director with the administration of a varied portfolio of client entities and trusts. Liaising via email and telephone with the directors, trustees, third parties and clients. Work with and support the Client Services Team Leader and directors in drafting board minutes and written resolutions to approve various administration matters. Work with and supports the Client Services Team Leader to organise and prioritise various administration matters, including but not limited to the onboarding of new clients and establishment of entities / trusts, ongoing administration matters for existing structures and the closure of structures. Utilising the Office 365, Viewpoint document manager and entity administration functions, and network drive to complete tasks and keep records up-to-date. Assist the entire administration team and directors with transactions such as the purchase and sale of various assets and general day-to-day payments (online and written instructions). Assist the Client Services Team Leader with the completion of investment application forms and bank account application forms. Support the Client Accounting Team in providing relevant information. Support the Compliance Manager and directors to ensure regulatory requirements are met in terms of Anti-Money Laundering and Counter Financing of Terrorism. Support the Client Services Team Leader and Compliance Manager to ensure that periodic Client Risk Assessments (CRAs) are completed on time and accurately. Support the Compliance Manager and administration team to ensure that the entities and trusts under administration comply with FATCA, CRS and Substance requirements. Assists the administration team and directors with officewide initiatives and Ad Hoc projects. Adhere to office policies and procedures, including the timely and accurate recording of time each day. Key Skills and Experience: 5-10 years' TCSP experience A good level of understanding in the day-to-day administration of companies and trusts, including drafting of minutes, agreements, letters etc. and correspondence with clients and 3rd parties Able to work on own initiative and as part of a team.
If you have the required skills please apply online at searchandselect.com quoting reference number: 15783.