Company & Trust Administrator

• Administer a portfolio of client entities to a high professional standard. Working with all members of your team and the other departments within the organisation to ensure that all clients' requests are dealt with in a timely and professional manner.
• Provide general support and assistance to the Client Portfolio Manager.
• Respond to existing client enquiries and provide quotes for specific work requested as and when required.
• Respond to new client enquiries in the absence of the New Business Assistant or when deemed appropriate to do so.
• Develop and maintain awareness of due diligence requirements and anti-money laundering provisions within the organisation and ensure proper compliance with the same.
• Submit applications to the Companies Registry or request agent to apply for name approval and reserve names, as appropriate, in all jurisdictions.
• Arrange the incorporation of companies in all jurisdictions and the establishment of trusts.
• Liaise with the Business Development Team with regard to the ongoing administration of companies and trusts sold to new clients.
• Receive, review and sign off the New Company Checklist following preparation of the transfer
• documents.
• Prepare and/or obtain Powers of Attorney, Certificates of Good Standing, Certificates of Incumbency, certified and/or legalised documents, additional resolutions and any other documentation requested by clients.
• Attend to the preparation and filing of Annual Returns and the preparation of AGM minutes for relevant jurisdictions.
• Monitor and remind clients of deadlines for the filing of Annual Returns and the payment of taxes in all jurisdictions to ensure that penalties are not unnecessarily incurred.
• Act as a 'B' signatory on client company/trust bank accounts and to ensure same are operated in accordance with policy.
• Keep cash sheets on all controlled accounts where appropriate. Ensure that all bank account details are entered on ViewPoint.
• Review all contracts and agreements for signature and provide a summary of its content to the signing director(s) or trustee.
• Open files for correspondence, statutory documents, bank related items and clients as and when necessary. Follow the correct procedure and arrange for the proper closure and archiving of files as necessary.
• Arrange company searches in any offshore jurisdiction for existing clients.
• To prepare normal invoices for any special or fixed fees agreed with clients.
• Ensure that all records are kept up to date for all clients and companies on both the ViewPoint Administrator and ViewPoint Billing systems.
• Maintain awareness of the organisation's general systems and procedures on an ongoing basis.
• Develop and maintain knowledge of the corporate products, services and fees offered to clients.

Your specialist: Angie Westmorland

Quote job ref: 15905

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.

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