Our client is seeking a Senior Administrator to manage a complex portfolio of trust and company structures, delivering exceptional client administration. This role involves liaising with clients, intermediaries, and internal teams, ensuring regulatory compliance and efficient client service. The successful candidate will demonstrate attention to detail, strong organisational skills, and a proactive approach to responsibilities. Click here to read more
Job Duties:
- Administer a portfolio of trust and company entities, ensuring timely responses to client communications.
- Build and maintain strong client and intermediary relationships through high-quality service.
- Prepare and attend client meetings, including drafting file notes and board minutes.
- Handle client onboarding, terminations, and transfers, ensuring a smooth process.
- Manage payments and assist the accounts team with clarifications or queries.
- Review financial accounts and investment portfolio performance in line with procedures.
- Present transactions to the Material Transaction Committee when required.
- Oversee billing, approve invoicing, and manage fee collection and debtor processes.
- Maintain and update client profiles, risk assessments, and due diligence records.
- Liaise with the compliance team for regulatory requirements and ensure timely completion of action points.
- Record time entries daily and contribute to the team as needed.
Job Requirements:
- 3-5 years of experience in an administrative role, ideally within fiduciary services.
- Working towards or willing to study a relevant professional qualification (e.g., STEP, CGI, ACCA).
- Good understanding of fiduciary services and regulatory requirements.
- Proficiency in Microsoft Outlook, Word, and Excel; experience with Viewpoint is advantageous.
- Strong written and verbal communication skills.
- Excellent attention to detail and ability to prioritise tasks effectively.
- Flexible, proactive, and capable of working independently.
- Demonstrates drive, ambition, and a willingness to learn.
What You’ll Love:
Our client fosters a collaborative and growth-focused environment, prioritising the development of their employees. You will join a dynamic team where your contributions are valued, and you will have the opportunity to enhance your skills in a supportive and forward-thinking organisation.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
