Purpose of the role:
Perform a wide variety of fund administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
Responsibilities:
- Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
- Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
- Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
- Effectively manage time input and work in progress on own portfolio
- Assist Senior Management Team where required
Skills required:
- A good understanding of the principles of taxation affecting Trust and Corporate Structures
- Knowledge of other related Jurisdictions laws in relation to ‘Trust Company Business’
- Good understanding of industry best practice in relation to Trust and Company administration
- Good understanding of the relevant laws relating to ‘Trust Company Business’ in the role location
- Ability to understand trust and company legal documents
- Awareness and legal responsibilities and need to report suspicious transactions/complaints and ability to guide others