Reporting to a Client Director the main duties the post holder will be responsible for are -
Supervising and assisting in the training of staff within the department, providing regular information feedback and identifying any additional training needs to the relevant Client Director.
Supervising the staff within the department including mentoring, counselling, compliance with standard policies and procedures, recruitment, discipline, resourcing, training and development.
Carry out appraisals as necessary.
Ensuring client billing is raised in a timely manner including review of WIP. Approval of client billing and distribution to administration teams.
Administering a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevant legislation.
Managing client relationships, attendance at meetings as appropriate
Ensuring that the relevant Client Director is kept informed of activities at all times.
Ensuring minutes and resolutions for entities under management (companies, trusts, foundations etc) are prepared as required.
Responsible to ensure all statutory records/returns are prepared and submitted.
Responsible to ensure statutory database/registers are maintained and up to date.
Ensuring that all client requests / correspondence are dealt with in a prompt and efficient manner.
Completing client take-on documentation prior to commencing administration and liaise with relevant contact on hand-over of new clients.
Ensuring that the Compliance department is kept up to date with changes to clients’ circumstances, i.e. services provided, resignation and appointment of directors.
Considering at all times the “Money Laundering” and “Customer Due Diligence” issues and report any concerns as appropriate