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Junior Administrator - Private Client

Purpose of the role:

To work alongside the Administrators to assist them with all aspects of administration and client service in accordance with company policies and procedures.

Responsibilities:

  • Preparation of electronic and written banking instructions
  • Dealing with routine client and bank queries and correspondence, including monitoring of transfer instructions
  • Helping other colleagues within the company with queries they may have on clients
  • Ensuring bookkeeping records are up to date, in particular, that all monetary transactions are correctly reflected in client entity books
  • Preparing instructions, monitoring completion of them and making diary notes for self (or other colleagues where necessary)
  • Maintaining upkeep of client’s personal and corporate bank records and preparing transfer instructions

Skills required:

  • Relevant professional qualification/studying towards relevant qualification
  • At least 1-2 years trust and company experience
  • Understanding of local and international regulatory framework and good working knowledge of KYC and AML procedures
  • Possess good attention to detail and be flexible with the specific requirements of the role
 

Private Client

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