JOB SUMMARY

The role sits within the administration function of the business. It is a diverse role which is pivotal to business success.

A large part of the role is to establish and develop client relationships and build the reputation of our client as a client focused business who meet and exceed client expectations, 

The role holder will be responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services set by the with the relevant Trust Manager and Client Director.

KEY RESPONSIBILITIES

Administering a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevant legislation.

Managing client relationships, attendance at meetings as appropriate including all preparation as necessary

Ensuring that the relevant Trust Manager/Client Director are kept informed of activities at all times.

JOB DESCRIPTION

Ensuring minutes and resolutions for entities under management (companies, trusts, foundations etc) are prepared as required.

Responsible to ensure all statutory records/returns are prepared and submitted.

Responsible to ensure statutory database/registers are maintained and up to date.

Preparation of correspondence in accordance with firm's procedures

Ensuring that all client requests / correspondence is dealt with in a prompt, professional and efficient manner.

Completing client take-on documentation prior to commencing administration and liaise with relevant contact on hand-over of new clients.

Ensuring that the Compliance department is kept up to date with changes to clients' circumstances, i.e. services provided, resignation and appointment of directors, loss of business etc.

Supervising and assisting in the training of any Junior Administrator, Administrator or Trust Officer within the department, providing regular information feedback and identifying any additional training needs to the relevant Trust Manager/ Client Director

Considering at all times the "Money Laundering" and "Customer Due Diligence" issues and report any concerns as appropriate.

Compliance with the business' internal policies and procedures as may be amended from time to time.

Ensure compliance with professional conduct, quality and ethical standards.

General assistance with various projects as requested.

Completing and inputting time in the time billing system on a daily basis.

Completing any other duties as may be required from time to time in accordance with the requirements of the role, team and evolving nature of the function.