Purpose of the role:
The purpose of this role is the provision of an efficient, professional administrative support service to Relationship Management Directors Trustees and/Senior Associates across a Relationship Management team.
Responsibilities:
- 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
- Assist in client meeting preparations and efficient follow up of general matters arising
- Handling documentation and resolutions with regard to transactions and restructures
- Preparation of various forms, including Payment request, Investment Recommendation and Bank Account Opening forms if required
- Liaison with other teams in the Group involved in managing client bank account and investment account documentation
- Supporting in the management of compliance issues and maintenance of records
Skills required:
- Educated to undergraduate qualified level
- Some experience in the offshore and/or onshore financial services industry
- Advanced Microsoft Excel and Word plus basic PowerPoint skills
- Good numeracy skills and a good commercial awareness
- Solid administration experience