Purpose of the role:
Being a member of a dedicated and progressive team, providing comprehensive administration services to their international client base and their structures, whilst maintaining a defined client portfolio.
Responsibilities:
- Administer a defined client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships
- Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors
- Assist the Senior Administrator/Assistant Manager/Manager in providing training to Assistant Administrators, where necessary
- Assist with the billing process and debt collection for your client portfolio
- Completion of the accounts “PAC” in a timely manner to enable the Accounts team to prepare the annual Accounts/Financial Statements for your client portfolio
- Acquire, monitor and dispose of assets held within your client portfolio in accordance with the office procedures
- Prepare written correspondence, Board/Trustee minutes and checklists, as necessary
- Maintain your client’s files in an orderly manner, ensuring documents are filed correctly and in a timely manner
- Maintain a low level of periodic review points and 5Series tasks, ensuring none go over their set due date (without prior consultation with your manager)
Skills required:
- Good GSCEs/A-Levels especially in English and Mathematics
- 2-3 years’ experience in the Trust and Corporate field
- Hold or studying towards a relevant professional qualification (preferably ICSA or STEP)