Role Purpose

The Private Client Team manages a portfolio of clients and provides a range of services to meet the needs and expectations of these individuals in accordance with relevant laws and regulations, including the TCB Code of Practice and internal policies and procedures.

The role of Senior Administrator is to take responsibility for the efficient management of a portfolio of clients, attending to all aspects of the day-to-day administration and ensuring that their affairs, expectations, and those of associated companies are managed in the most expedient and commercial manner.

The role holder will support Private Client Directors by identifying business development opportunities and will also support less experienced members of the team through knowledge sharing and promoting best practice.

Key Responsibilities

• Administer a portfolio of varying levels of complexity, providing technical expertise and guidance to meet specific client needs and expectations.
• Participate in weekly team meetings to address current workload, outstanding matters, and any issues impacting the team.
• Complete Client Due Diligence efficiently and ensure client profiles remain accurate and up to date.
• Work closely with the team leader, consulting as required to ensure technical accuracy in service delivery.
• Provide direct assistance and training to junior members of the team.
• Communicate with clients in an appropriate and professional manner, building strong relationships with clients and their advisers.
• Prepare resolutions for companies and trusts as required.
• Prepare and file statutory returns and submissions, ensuring that client records and registers are maintained accurately and kept up to date.
• Review client work in progress (WIP), issue and settle fee notes within agreed timelines, and manage debtor positions through regular review.
• Prepare and submit payments to authorised signatories and ensure payments are released before bank cut-off times.
  
• Keep the line manager informed of portfolio developments and escalate technical, risk, or compliance matters where necessary.
  
• Obtain live foreign exchange rates promptly and execute related client communications and transactions efficiently.
  
• Ensure compliance with Anti-Money Laundering (AML) and Know Your Client (KYC) obligations at all times in accordance with internal policies and procedures.
  
• Undertake the administration review of accounts.
  
• Proactively involve the Manager or Associate Director when challenges arise that may result in additional time or cost.
  
• Meet CPD requirements by completing relevant training, including digital skills development.
  
• Maintain up-to-date knowledge of developments within the fiduciary industry.
  
• Support change initiatives and contribute to maintaining high-quality service standards.
  
• Undertake ad hoc projects as required.
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  Qualifications
  
  • Table 4 or 5 professional qualification (legal, accounting, or trust) with relevant post-qualification experience, or additional qualifications (e.g. LLB, ACA, STEP)
    
  • Strong knowledge of regulatory requirements relating to Trust Company Business
    
  • Thorough understanding of best practice in anti-money laundering and corporate governance
    
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