Role

To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a small portfolio of less complex clients.

Client Services are delivered through semi-autonomous groups (Client Groups) comprising 2Client Directors, 2 Managers/Assistant Managers and Administrators.

While each Client engagement has a designated Director, Manager and Administrator, all members of each Client Group work collaboratively to deliver responsive, resilient, and exceptional Client Service, including regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management.

Our Client supports the ongoing development of all staff and this would include the achievement of a Table 4 or Table 5 qualification.

Main Duties and Responsibilities
Administering a portfolio of trusts, companies, and foundations including liaising with Clients, banks and investment managers as and when required.
Maintaining a highly relevant understanding of Imperium's policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.
Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.
Actively engaging in Imperium's risk disciplines, ensuring that work is undertaken in adherence to the standards and quality required by Imperium and in accordance with the Imperium Risk Appetite.
Participating in the DayBox process by which all Client activities and transactions are reviewed and authorised, thereby gaining a broad experience of all the elements of the team's Clients' activities and
structures.
Working with the Client Group to complete new business documentation and onboarding.
Preparing accurate minutes for Client entity transactions. Charging time daily and accurately in PlainSail.
Meeting chargeable time targets.
Carrying out cash collections in relation to bills and debt collection effectively and in a timely manner.
Completing periodic Client Risk Assessments.
Attending seminars, presentations and events as appropriate.
Taking responsibility for own personal development, including meeting CPD requirements, in line with
agreed annual performance objectives.
Championing and actively modelling the values and behaviours.