Our client is offering a fantastic opportunity for a Senior Administrator to join their Private Wealth department within a progressive and open work environment that fosters career development. The successful candidate will work under the supervision of a senior team member while independently handling a diverse portfolio of clients and related entities. The role involves delivering a wide range of administration services and acting as the primary day-to-day contact for clients. Candidates who are passionate about expanding their professional horizons in a supportive and dynamic environment are encouraged to apply. The position requires a commitment to excellence, attention to detail, and active participation in training and mentoring junior team members. The successful candidate will also play a critical role in enhancing client experiences through process improvements and compliance assurance. This is a full-time position.
Job Duties:
- Manage the formation and ongoing administration of a portfolio of companies.
- Liaise with clients and third parties such as lawyers, auditors, bankers, and investment managers.
- Handle transaction management, including organising and attending client meetings, drafting minutes and resolutions, ensuring timely statutory filings, and maintaining statutory records.
- Process bank payments, reconcile payment logs, and manage approvals.
- Produce and circulate invoices, collect fees, and chase debtors.
- Supervise and assist in the training of Trainee Administrators and Administrators while providing feedback and identifying additional training needs.
- Ensure data integrity with meticulous attention to detail, maximising the effectiveness of systems for efficiency and client service.
- Support the "Best Way" ethos through rigorous process analysis, contributing to business improvement initiatives, policies, and service innovations.
- Monitor work in progress (WIP) and billing in accordance with fee agreements, undertaking fee reviews where necessary.
- Ensure compliance with all applicable laws, regulations, and internal policies, particularly those related to the prevention of anti-money laundering and client due diligence.
- Undertake project work and initiatives as directed by the direct Manager.
Job Requirements:
- 4-6 years of relevant experience in the finance industry is preferred.
- A strong academic background with a Bachelor’s degree or equivalent is preferred.
- Working towards or holding a professional qualification such as ICSA would be advantageous.
- Excellent written and verbal communication skills.
- Strong working knowledge of Viewpoint is a plus.
- Proficient in the MS Office package (Outlook, Word, Excel, PowerPoint).
- Good understanding of applicable statutory laws and regulatory requirements, including anti-money laundering regulations.
- Responsive, client-focused, and possessing strong organisational skills with keen attention to detail.
- Ability to work independently, exercising initiative.
- Capability to provide training and mentoring to junior team members.
- Must be committed and driven towards achieving excellence for themselves, their clients, and their team.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
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