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Senior Administrator - Private Client

Purpose of the role:

Being a member of dedicated and progressive team, providing comprehensive administration services to a international client base and their structures, whilst administering a complex client portfolio.

Responsibilities:

  • Administer a complex client portfolio, which may include Trust, Companies, Foundations and Limited Partnership
  • Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors
  • Provide day to day training to Assistant Administrators and in doing so build up their confidence and knowledge of Private Client Services
  • Undertake the billing and debt collection for your client portfolio
  • Undertake a review of the Annual Accounts/Financial Statements for your client portfolio prior to signing
  • Acquire, monitor and dispose of assets held within your client portfolio in accordance with the procedures as published on the intranet

Skills required:

  • Completion of a relevant Professional Qualification (i.e. ICSA or STEP Diploma Level)
  • Evidence of sufficient Continuous Professional Development (CPD)
  • Understanding and experience of compliance, risk and the mitigation thereof
  • Understanding CRS/FATCA and economic substance, and experience with the classification thereof
  • Basic awareness of UK taxation for individuals and offshore structures
  • Awareness of current Anti-Money Laundering (AML) legislation and related codes of practice
 

Private Client

£35,000 - £45,000

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