Senior Trust & Company Administrator

• 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

• 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

Your specialist: Debbie Amankwa

Quote job ref: 12400

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

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