About the role/Purpose of the role:
This role involves providing comprehensive administration support across a range of trusts, partnerships, and corporate structures. You will be responsible for day-to-day client and bank communications, prepare documentation, maintain statutory records, ensuring compliance with regulatory requirements and supporting more junior members of staff.
Key Responsibilities:
- Maintain a high level of communication and interaction with clients, investors and advisors as required.
- Maintain excellent client relationships.
- Drafting of minutes/resolutions for Client transactions.
- Review of Financial Statements.
- Oversee transactions undertaken by client entities whilst involving the Assistant Manager and/or Director where necessary.
- Ensure client requests and ad hoc queries are dealt with efficiently and timeously.
- Take responsibility for ad-hoc projects as requested.
- Ensure secretarial and governance deadlines applying to client entities are met.
- Review of organisation of board meetings and review &/or preparation of relevant client entity board meeting packs, attendance at meetings and drafting or review of accurate board minutes.
- Overseeing transactions through to completion.
- Review of statutory filings on the Jersey Registry and UK Companies House.
- Dissolution of entities.
- Data Management System control – maintenance of NavOne records for clients.
- Involvement in provision of trustee services to trusts.
- Liaison with client/Lawyers/Auditors/Directors/Banks/HMRC/Tax advisors/Suppliers.
- Responsibility for the supervision and training of relevant junior administration team members.
- Identify opportunities to expand services to existing clients and new business possibilities.
- Assist in onboarding new client entities including collection of AML, FATCA/CRS and Risk Matrix.
Skills required:
- Integrity, honesty and professionalism;
- Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff and management within the Belasko Group as well as clients and third-party service providers (where applicable);
- Good organisation;
- Ability to prioritise tasks;
- Proactive, solution focused and self-sufficient;
- Deliver work of a high standard with attention to detail;
- Ability to adapt to use of different Data Management Systems;
- Enthusiasm to learn.
Qualifications and Experience
- Holds an entry level qualification in Trust and/or Corporate administration or an equivalent higher education qualification.
- Minimum 2-4 years experience as an administrator in financial services;
- Basic knowledge of the Jersey legal and regulatory environment and in particular regulatory guidance and the AML/CFT Handbook;