JOB SUMMARY

The purpose of the role is to deliver excellent client administration to a portfolio of client trust and company structures and to support the Trust & Corporate as required. The job holder will liaise closely with the Trust team, clients and intermediaries. The role encompasses all aspects of administering a portfolio of company and trust structures.

KEY RESPONSIBILITES

• Client Service & Relationships Administration of a portfolio of entities including (but not limited to); e-mail and telephone communication with clients and intermediaries; transactional work; payments; administration of a wide and varied range of asset types; drafting of minutes/resolutions and source documents for presentation by the Team Leader to the Client Committee Maintaining and building good relationships with clients and intermediaries through quality service
• Responding to all client communications within 24 hours (including holding replies)
• Preparation for and attendance at virtually held and locally based client meetings and preparation of the post meeting file note
• Assisting the Directors and Senior Management with the on-boarding of new business
• Completion of terminating and outgoing business within 3 months of notification
• A quarterly review of all time billed to their portfolio Sending fee invoices to clients within 2 weeks of being issued by the Finance Team
• Collecting fees within 1 month of being issued
• Providing a C level signatory when suitably experienced Regulatory & Risk
• Maintaining and updating Client Profiles and Risk Assessments
• Keeping client due diligence up to date and compliant
• Attending to and completion of Tasks within their due date
• Signing off Periodic Reviews within 3 months of receipt
• Completion of time sheets daily and reaching a monthly utilisation target

KEY COMPETENCIES & SKILLS

• Minimum 1 years' experience in an administrative role within Fiduciary Services
• Open to undertaking a relevant Professional Qualification e.g. STEP, ICSA, ACCA
• Minimum 5 GCSE's (or equivalent) with English & Mathematics at Grade C or above
• Good understanding of fiduciary services business including the regulatory requirements
• Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
• Good written and verbal communication skills
• Ability to work accurately with good attention to detail
• A flexible attitude towards work and a willingness to assist other members of the team as required
• Good time management, prioritisation and organisational skills
• Demonstrates drive, ambition & willingness to learn A proactive approach to work & the ability to work under own initiative