Purpose of the role:
To deliver efficient day-to-day administration of a varied client portfolio autonomously with the assistance and oversight from the Managers and Directors ensuring work is delivered to a high standard and in a timely manner whilst being in accordance with the Company’s policies and procedures.
Responsibilities and Tasks:
- Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
- Assist senior members of the team where required
- Perform a wide variety of administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
- Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
- Effectively manage time input and work in progress on own portfolio
- Day-to-day administration of a portfolio of complex client cases, including bookkeeping entries and the preparation of some financial reports and statements
- Have a broad understanding of the principles and practices of offshore trusts, companies and related structures
Competencies and required experience:
- Independence to deal with allocated tasks without request from Man
- Demonstrates Self-Awareness – Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses
- Interpersonal Savvy – Relating openly and comfortably with divers groups of people
- Action Orientated – Taking on new opportunities and tough challenge with a sense of urgency, high energy and enthusiasm
- Minimum of 5 years’ experience in fiduciary services