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Senior Administrator - Private Client

Purpose of the role:

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

Responsibilities:

  • 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
  • Arranging for bank accounts to be opened/closed

Skills required:

  • Relevant professional qualification/studying towards relevant qualification
  • At least 5-10 years trust and company experience
  • Understanding of local and international regulatory framework and good working knowledge of KYC and AML procedures
  • Good understanding of Microsoft products
  • Possess good organisational/prioritisation skills
 

Private Client

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