Purpose of the role:
Under the supervision of a senior team member, you will work with team members in delivering a range of private wealth administration services to a varied portfolio of clients and related entities, managing the related workload to ensure that client requests for actions are responded to within a suitable timeframe.
Responsibilities:
- The formation and ongoing administration of a portfolio comprising of a mix of trusts, foundations companies and limited partnerships
- Preparation of minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records
- Processing of bank payments, reconciliation of payment logs and approvals
- Production and circulation of invoices, fee collection and chasing debtors
- Pro-actively take on and support additional responsibilities and administration tasks as required by your Manager or clients
- Supervise and assist in the training of Trainee Administrators and provide feedback and identify any additional training needs to your direct Manager
- Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
Skills required:
- 2-3 years’ relevant experience in the finance industry preferred
- Strong academic background, ideally working towards or holding a professional qualification such as ICSA or STEP
- Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point). Experience in using Viewpoint would be an advantage
- Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations
- Responsive and client focused with strong organisational skills and attention to detail. Ability to deal with tasks independently and use own initiative
- Must be committed and driven to achieving excellence for themselves, their clients and their team