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Junior Administrator - Private Client

Purpose of the role:

To be responsible for providing support and assistance to the Trust Officers and Senior staff with the administration of a varied portfolio of trusts and companies.

Responsibilities:

  • Have direct client contact at an appropriate level
  • Respond to telephone calls, facsimiles and e-mails received, alerting Client Managers/Directors to all important items
  • Use time management to ensure that all tasks are completed within an appropriate period
  • Review investment portfolios of all trusts and companies in portfolio
  • Liaise with Investment Brokers, Investment Managers, intermediaries and third parties at an appropriate level
  • Carry out monthly checks on the accounts of entities under administration, preparing periodic reports and valuations and dispatching to clients
  • Prepare basic trust resolutions and company minutes as required
  • Complete as required payment instructions
  • Report any unusual requests from clients to a Senior Trust Officer or Supervisor/Client Manager or /Directors

Skills required:

  • This role requires a working knowledge of the system/process/operating environment, and may have specific responsibility for a clearly defined section or sub-section of work
  • Independence and initiative in the arrangement of immediate work priorities is required to react to changing priorities
 

Private Client

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