About the role:
The purpose of this role is the provision of an efficient, professional administrative support service to the Relationship Management Directors Trustees and / Senior Associates across the Relationship Management team.
Key responsibilities:
- Communication with third party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents such communication to be signed off by management
- Client take on and entity formation/termination
- Assist with KYC/CDD information collation and system input for client take on
- Formation of trusts, companies and foundations in any jurisdiction
- Termination of trusts, companies and foundations in any jurisdiction
- Assist with transfers in/out of entities from/to other fiduciary providers
- Assisting in client meeting preparations and efficient follow up of general matters arising
- Handling documentation and resolutions with regard to transactions and restructures
- Drafting of resolutions relating to payments and settlements, with assistance from Trustees. Assisting with drafting of Loan Agreements, Powers of Attorney, Facility Documentation, property transaction documents and any other documentation required to facilitate action required
- Preparation of various forms, including Payment request, Investment Recommendation and Bank Account Opening forms if required
Skills and experience:
- Advanced Microsoft Excel and Word plus basic PowerPoint skills
- Good numeracy skills and a good commercial awareness
- Solid administration experience
- Schedules and manages workload effectively to ensure work is completed on time and to the required standard, thinks ahead, sets plans to achieve goals
- Supports and works towards team goals, shares information, is helpful and co-operative, works effectively with people outside immediate team
- Communicates in a clear and relevant manner and ensures that the message is understood, listens effectively, written communication is well presented
- Understands and satisfies client needs at all times, delivers excellent client service, takes full responsibility and accountability for all client matters including delegated tasks
- Delivers work of a high standard, output is accurate and error free, productivity is satisfactory