One of our clients who provide corporate and fiduciary services to clients around the world is experiencing growth within the business and is looking to expand the team with the addition of a Senior Administrator within Client Services.
Reporting to the Associate Director of Client Services, the Senior Administrator will:
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Promote the highest standards of client relationship management
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Act as a senior administer and support other team members under the guidance of the Client Services Associate Director, dealing accurately with all issues and administration related tasks, in accordance with the strategic plan, regulatory requirements, service levels and company standards to meet client expectations
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Act as a Senior Administer for a portfolio of Clients Companies and Trusts and process New Business
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Assist in the management and review of Investments and other client assets, including the review of related documentation
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Preparation of minutes and resolutions
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Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales
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Opening and managing client bank accounts, including preparing payment instructions
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Undertake relevant Statutory Filing
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Process Financial Transactions such as Dividends, Distributions and Loans
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Maintain Company and Trust records, including due diligence
The ideal candidate for the role of Senior Administrator role will:
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Hold or be working towards a professional qualification
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Have a minimum of 3 years' CSP/TSP knowledge
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Experienced in Financial Services (Trust and Company) administration functions
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History of high-quality delivery of client service
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Good organisation and control of own workflow
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An understanding of the importance of and application of strong corporate governance
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Able to use initiative and can work under pressure
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A practical understanding and application of high-quality client service delivery
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Ability to identify problems and resolve
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Good verbal, written communication, and people skills, with the ability to present concepts in a clear and concise manner
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Ability to identify, mitigate and manage operational risk and controls within own area
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Clear understanding of Regulatory requirements
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The ability to deal with clients and professional advisors thereby showing a commitment to providing a quality service
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Able to work on own initiative and to be highly disciplined
Regulatory Knowledge and Awareness
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FSA Anti Money Laundering Requirements & Proceeds of Crime Procedures
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Data Protection
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Companies Acts 1931 and 2006
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Trust Acts (Apply online only)
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Charities Legislation (UK & IOM)
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Foundation Legislation (Relevant Jurisdictions)