Our client is seeking a highly skilled Senior Administrator to join their dynamic team within the Private Wealth and Corporate Services sector. This full-time role is pivotal in managing the formation and ongoing administration of fiduciary services for a diverse portfolio of clients and related entities across various jurisdictions. With an open and progressive work environment, our client has cultivated a culture of excellence, making it an ideal place for experienced candidates to thrive and contribute to their continued growth and success.
Job Duties:
- Manage the ongoing administration of corporate and private wealth fiduciary services.
- Collaborate closely with the Director and other managers to ensure high-quality service delivery to clients.
- Organise and attend client meetings, drafting minutes and resolutions as needed.
- Handle statutory filings in accordance with relevant deadlines and maintain statutory records.
- Process bank payments, reconcile payment logs, and manage approvals.
- Produce and circulate invoices while ensuring timely fee collection and following up on debtors.
- Identify and implement process improvements and innovations to enhance the client experience.
- Monitor Work In Progress (WIP) and billing processes in line with fee agreements, conducting fee reviews as necessary.
- Maintain a strong commitment to data integrity through careful and detailed work.
- Ensure compliance with all applicable laws, regulations, and internal policies, including anti-money laundering and client due diligence.
- Undertake project work and initiatives as directed by management.
Job Requirements:
- Approximately 4-6 years of relevant experience in the finance industry.
- Strong academic background, with a bachelor’s degree or equivalent preferred.
- Progress towards or possession of a professional qualification such as ICSA or STEP.
- Sound technical knowledge of professional services, statutory laws, and related regulatory requirements.
- Excellent written and verbal communication skills, with exceptional attention to detail.
- Previous experience with Viewpoint is advantageous.
What You’ll Love:
Joining our client means becoming part of an esteemed organisation that values growth, innovation, and collaboration. You will work in a supportive environment that encourages you to achieve excellence and deliver outstanding results. With a focus on professional development and a commitment to client satisfaction, this role offers a fantastic opportunity to make a meaningful impact while advancing your career in the finance industry.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
