Senior Administrator - Trust & Corporate

Our client seeks a Senior Administrator to join their Trust & Corporate team. The purpose of the role is to deliver excellent client administration of a complex portfolio of client trust and company structures and to offer oversight and support to the Trust & Corporate team as required. You will liaise closely with the Trust & Corporate team, clients and intermediaries. Key Responsibilities: All aspects of administering your portfolio of entities. Maintaining and building excellent relationships with clients and intermediaries through quality service. Responding to all client communications in a timely fashion.
Preparing for and attending client meetings as required. Preparation for and attendance at client meetings and preparation of post meeting file notes and board minutes when required.
Assisting with client onboarding for new and transferring in business. Completion of terminations and transfer outs on a timely basis. To complete and input time in the time billing system on a daily basis Arranging payments. Assisting the accounts and bookkeeping team with any unclarified items or queries. Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation Maintaining and updating Client Profiles and Risk Assessments Completing outstanding action points in a timely fashion Liaison with Compliance Department where required Obtaining client due diligence where necessary for existing and new business Review of Financial Accounts for portfolio including those externally prepared. Effective management of debtors. Managing billing for your clients review of WIP; approving invoicing; sending to client and collection of fees due. Review of Investment Portfolio performance in accordance with procedures Key Skills & Experience: 3-5 years experience in an administrative role Working towards or willingness to study relevant professional qualification (e.g. STEP, CGI (formerly ICSA), ACCA)Good understanding of fiduciary services business including the regulatory requirements. Good IT skills, including practical experience of Microsoft Outlook, Word and Excel. Experience with Client servicing packages such as Viewpoint would be an advantage. Good written and verbal communication skills. Ability to work accurately with good attention to detail. Good time management, prioritisation and organisational skills
If you have the required skills please apply online at searchandselect.com quoting reference number: 15626