About this role:
We think that our open and progressive work environment is something to shout about, and we're always looking for talented people who are looking for a platform to build a career. Our latest opportunity is for an administrator to join our Private Wealth department and be part of our growing team.
Under the supervision of a senior team member the successful candidate will be expected to work independently, acting as the primary day to day contact to deliver bespoke services to a global range of Ultra High Net Worth Individuals, Family Offices, and Charities.
The team operates in a flexible manner, without rigid division of responsibility based on client type or geography. Therefore, this is a exceptional opportunity for individuals eager to embrace a genuinely varied workload. If you are passionate about expanding your professional horizons in a dynamic and supportive environment, we would love for you to be a part of our team.
Key Responsibilities:
- The formation and ongoing administration of a portfolio of Trusts, Companies, Foundations, and high-value Asset Holding Structures
- Preparation of minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records
- Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required
- Processing of bank payments, reconciliation of payment logs and approvals
- Production and circulation of invoices, fee collection and chasing debtors
- Pro-actively take on and support additional responsibilities and administration tasks as required by your manager or clients
- Supervise and assist in the training of Trainee Administrators and Administrators, providing feedback and identify any additional training needs to your direct manager
- Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
Key skills:
- 4-6 years’ relevant experience in the Private Wealth industry or extensive prior exposure to Trust administration
- Strong academic background, Bachelor’s degree or equivalent preferred. Working towards or holding a professional qualification such as STEP or ICSA
- Excellent written and verbal communication skills
- Strong working knowledge of Viewpoint would be an advantage
- Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point)
- Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations
- Responsive and client focused with strong organisational skills and attention to detail. Ability to deal with tasks independently and use own initiative
- Ability to provide training/mentoring to junior members of the team
- Must be committed and driven to achieving excellence for themselves, their clients and their team