Purpose of the role:
You will have a key role in providing a wide range of onboarding/administration/continuing support services to a high quality and diverse portfolio of clients in the provision of corporate and fiduciary services. You will be client facing, working directly with clients and their onshore/offshore intermediaries (legal advisors, banks, family offices etc.).
Responsibilities:
- Carry out initial evaluation of new business mandates to include searches, due diligence and highlighting relevant points at an early stage
- Maintain a record of new business proceedings and pre/post incorporation conditions or actions
- Maintain new business workflows and files
- Assist with new/existing service of process mandates, to include on-boarding, drafting engagement letters, raising invoices, updating registers and renewing mandates
- Provide ongoing support to the Administration teams as required for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and transactions are conducted effectively and to a high standard
- Ensure client expectations are properly managed and valuable relationships are nurtured
- Assist with the effective administration of workload to include timely and accurate processing of work, effective prioritisation, meeting transactional, statutory and internal procedural deadlines
Skills required:
- Proven corporate onboarding/administration/AML experience is preferred but not essential
- Ideally, You will hold or be studying towards a relevant professional qualification (such as STEP or ICSA at foundation level or higher, or a legal qualification)
- Ability to use initiative, proactivity and good experience of having to balance priorities
- Able to manage multiple mandates at once while monitoring deal timelines and managing client expectations to achieve a smooth new business take on
- Excellent communication and interpersonal skills are essential, together with the ability to build relationships, working as part of a team to achieve a common goal and be self-motivated and career driven
- Good working knowledge of Microsoft desktop software. Knowledge of specialist industry software e.g. Practice Management Systems (Viewpoint/Navision) and Document Management Systems (Worksite) will be an advantage