Purpose of the role:
To oversee the administration of a client portfolio under the supervision of the Senior Manager/Director.
Responsibilities:
- Actively contribute to initiatives to improve processes to drive operational excellence
- Manage a Client Administration Team who have overall responsibility for the administration of a Client Portfolio
- Manage own billing and cash collection/debtors process, have a strong awareness of recoverability and work in an efficient manner so as to minimise write offs
- Review client structures, completing review process for client entities, demonstrate risk awareness and mitigate exposure, including the fulfilment of responsibilities under the review procedures
- Awareness and adherence to contractual and statutory obligations under the business’s policies, procedures and guidelines, acting as a guide in this respect to members of the team
Skills required:
- Have 5-10 years of experience in a trust administration role
- STEP or CGI qualified to Diploma level
- Ability to review and monitor work of team members and assist with problems and difficulties
- A good knowledge of local trust and company legislation and practice, including awareness of Anti Money Laundering Law laws and orders
- Knowledge of UK income taxation
- General familiarity with aspects of UK Capital Gains Tax and Inheritance Tax and their use in tax planning