Senior Trust & Company Administrator
14 August by Search & Select
Reference ID: 204586
Duration:
Unspecified
Salary: To be advised
End Date: 8 Oct 2024
Job Description
You will 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. Liaising 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
General administration for a portfolio of entities including (but not be limited
to); e-mail and telephone/Teams correspondence with clients and intermediaries;
Research and document recording; Preparation of minutes and transactional
documents for presentation to the client company Boards;Arranging payments;
Assisting the accounts and bookkeeping team with any unclarified items or
queries Review of Financial Accounts for portfolio including those externally
prepared;Maintaining and building excellent relationships with clients and
intermediaries through quality service.Responding to all client communications
in a timely fashion Preparation for and attendance at client meetings and
preparation of post meeting file notes and board minutes when required
Presentation of transactions to the Material Transaction Committee when
required.Assisting with client on-boarding for new and transferring in
business.Assisting with the completion of Terminations and Transfer outs. Upon
receipt of fees from billing directors, to send out to client and collect fees
due Effective management of debtors.Calculation of fees for processing by the
internal accounts team.Maintaining and updating knowledge of the external
regulatory framework and internal procedures together with demonstrating correct
implementation.Maintaining and updating Client Profiles and Risk
Assessments.Completing outstanding action points in a timely fashion.Liaison
with Compliance Department where required Obtaining client due diligence where
necessary for existing portfolio To complete and input time in the time billing
system on a daily basis.Any 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 ideally within Fiduciary Services. Relevant
professional qualification (e.g. STEP, ICSA, ACCA), or willingness to study.
Good understanding of fiduciary services business including the regulatory
requirements.Good IT skills, including practical experience of Microsoft
Outlook, Word and Excel. Good written and verbal communication skills. Ability
to work accurately with good attention to detail.A flexible attitude towards
work and a willingness to assist other members of the team as required.Good time
management, prioritisation and organisational skills.Demonstrates drive,
ambition & willingness to learn.A proactive approach to work & the ability to
work under own initiative. If you have the required skills please apply online
at searchandselect.com quoting reference number: 12400