Our client is seeking a Client Administrator to support the delivery of services to Private Wealth and Corporate clients by providing essential administrative and operational assistance across jurisdictions. This permanent, full-time role requires working hours of 11.00 am to 8.00 pm to facilitate effective collaboration with colleagues globally. You will be responsible for transaction preparation, maintaining client and entity records, document management, filing, and providing support for periodic reviews. Your role is vital in helping our client uphold high standards of service delivery while ensuring compliance with operational requirements.
Job Duties:
- Prepare distribution/payment, dividend, onboarding, and closure checklists, collating supporting documentation for review and approval.
- Prepare bank opening documents and necessary administrative documentation for trust and corporate activities.
- Draft emails and letters for managing aged debts, Registered Office Questionnaire requests, Economic Substance Forms, and expired KYC requirements, and provide support for credit notes.
- Populate new and existing client/entity data in NAVOne and support accurate ongoing record maintenance.
- Assist in pre-review and periodic file reviews by collating documents and identifying missing information.
- Maintain electronic client records in line with Records Management Policies and Procedures.
- Organise documentation for internal and external audit requests.
- Assist with routine and standard-form minutes, collating supporting documentation for review and approval.
- Confirm, update, and file RTA client data as required.
- Monitor assigned operational tasks and escalate any delays or discrepancies appropriately.
- Support special and operational projects and process improvements.
Job Requirements:
- Relevant experience in trust, corporate, fiduciary, financial, or professional services administration/operations.
- Experience in trust and/or corporate administration in a regulated environment is desirable.
- Strong attention to detail and a methodical approach to checklists, data entry, and record maintenance.
- Good organisational skills and the ability to manage recurring tasks and deadlines effectively.
- Flexibility and a willingness to assist others in the team.
- Excellent communication skills, both verbal and written, due to ongoing engagement with global offices.
- Proficiency in using electronic document management systems and Microsoft 365; experience with NAVOne and Laserfiche is advantageous.
- Dependable, collaborative, and committed to accuracy, confidentiality, and data integrity.
What You’ll Love:
Our client fosters a positive and collaborative working environment, focusing on staff well-being and community engagement. The team regularly enjoys social events and activities that promote a healthy work-life balance, ensuring that it's not just work but also community and camaraderie that make this role appealing.
Could this be the right opportunity for you?
If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance, and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
