Senior Company & Trust Administrator

• To promote the highest standards of client relationship management
• Client Company Director, collectively with the other director/s responsible for the compliant management of the Client companies by, ensuring adherence to all legislative and regulatory requirements to promote the highest standards of client relationship management
• To provide trust and company administration services, including progressive client contact to an allocated caseload of predominately medium/high risk multi-jurisdictional high net worth clients in accordance with the strategic plan, regulatory requirements, company service levels and company standards to meet client expectations including-:
• Ensure Client Contact Programme (CCP) is actively maintained in accordance with agreed standards
• Process New Business
• Undertake 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 authorising payment instructions
• Undertake relevant Statutory Filing
• Process Financial Transactions such as Dividends, Distributions and Loans
• Maintain Company and Trust records, including due diligence
• Analyse Financial Statements
• Participate in ad hoc projects/committees as required
• Provide support to the Senior management team and colleagues as required
• Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development
• To provide accurate time recording to ensure the correct fee income is derived
• Manage motivate and encourage a medium sized team to ensure  a high quality of flexible and responsive services to clients is maintained,  whilst ensuring compliance with internal policies, procedures and regulations
• Conduct staff interviews and prepare appraisals in accordance with the HR Strategy
• To Chair the New Business and Banking Committees
• To undertake other responsibilities as required

• Degree or equivalent professional qualification/experience
• Established leadership and influencing skills
• A strategic and practical understanding and application of high-quality client service delivery
• Strong problem analysis and resolution skills
• Strong verbal, written communication, and interpersonal skills, with the ability to present complex concepts in a clear and concise manner
• Understanding and application of effective people resource requirements
• Ability to identify, mitigate and manage operational risk and controls
• Strong technical CSP/TSP knowledge
• Good organisation and control of workflow
• Understanding of the importance of strong Corporate Governance
• Self-motivated and have the ability to work under pressure
• Clear understanding of Regulatory requirements
• The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service.
• Able to work on own initiative and to be highly disciplined.

Your specialist: Anne Murray

Quote job ref: 11395

Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.

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