Company & Trust Administrator

• To promote the highest standards of client relationship management
• To administer with support of other team members, under the guidance of the Client Services Associate Director, deal accurately with all issues and administration related tasks, in accordance with the strategic plan, regulatory requirements, company service levels and company standards to meet client expectations including-:
• Administer a portfolio of Clients Companies and Trusts
• Process New Business
• Assist in the management and review of, Investments and other client assets, including the review of related documentation
• Preparation of minutes/resolutions
• Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales
• Opening and managing client bank accounts, including preparing payment instructions
• Undertake relevant Statutory Filing
• Process Financial Transactions such as Dividends, Distributions and Loans
• Maintain Company and Trust records, including due diligence
• Participate fully in ad hoc projects/committees as required
• To provide accurate time recording to ensure the correct fee income is derived
• Assist the Associate Director of Client Services with the collation of client data required for regulatory reporting and internal reporting to sub-committees
• Contribution to the maintenance and improvement of internal customer efficiency
• Undertaking of billing, including work in progress and debt management
• Any other tasks as may be required from time to time

• Minimum 3 years CSP/TSP knowledge
• Good organization and control of own workflow
• Understanding of the importance of and application of strong Corporate Governance
• Initiative-taking and can work under pressure
• A practical understanding and application of high-quality client service delivery
• Ability to identify problems and resolve
• Good verbal, written communication, and people skills, with the ability to present concepts in a clear and concise manner
• Ability to identify, mitigate and manage operational risk and controls within own area
• Clear understanding of Regulatory requirements
• The ability to deal with clients and professional advisors thereby showing a commitment to providing a quality service
• Able to work on own initiative and to be highly disciplined
• Working towards a professional qualification/experience Skills and Knowledge, would be advantageous

Your specialist: Debbie Amankwa

Quote job ref: 11394

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.

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