Trust Administrator
Job Description:
A leading, independent professional services firm specialising in offering high-end fiduciary, corporate and fund administration services in the private capital and commercial sectors internationally.
KEY ACCOUNTABILITIES:
- Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures.
- Adherence to key performance indicator standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear.
- Client / structure data management in a timely manner as required; accuracy of core data being critical to the service standards we achieve.
- Gathering and progressing documentation in relation to bank account opening on behalf of the client structures we maintain.
- Timely and accurate payment processing in line with policy and procedure, with particular concern for the rules around AML, sanctions and CFT.
- Close collaboration with and support to Client Management, delivering specific administrative tasks required in meeting client or business needs.
- Professional and effective liaison with 3rd party providers or agents in the execution of client activities required.
- Ensuring documents created are filed electronically and/or physically fully in line with house records management policy and using the technology available.
- Accurate and on time recording of time and meeting utilisation targets to enable the business to invoice clients fully for the services provided.
- Commitment to learning and professional development (especially technical), including maintaining CPD up to date, in line with expectations and ambitions.
SKILLS,KNOWLEDGE &EXPERIENCE REQUIRED:
- Highly effective and adaptive interpersonal skills
- High quality communication (written/verbal) esp. when dealing with externals
- Collaborative team player
- Good awareness of KYC, AML, CFT and GDPR requirements
- Good knowledge of and experience of working with NavOne
- Good knowledge of doc. management principles and core MS Office apps
OTHER REQUIREMENTS:
- Ability to act efficiently but knowing when to escalate & seek guidance
- Positive collaboration with all Private Wealth colleagues & wider stakeholders
- Ongoing compliance with all internal policies and procedures
- Ongoing compliance with all relevant regulatory/legal requirements
- Effective contribution to group projects as necessary
PREFERRED MINIMUM QUALIFICATIONS:
- STEP (studying)
- ICSA (studying)
- Degree in relevant subject
- A-levels in relevant subjects
Sorry No Sponsorship
Required Skills:
Sponsorship KYC Capital Escalation Structures Data Management Interpersonal Skills MS Office Records Administration Documentation Business Communication Management