Vacancy Information

Reference ID 196812
Job title Senior Company & Trust Administrator Number Required 1
Firm Search and Select Recruitment Agency Hours Full Time
Address 1 Upper Church St Duration Permanent
Contact Search and Select Recruitment Agency Salary To be advised
Tel No End Date 10 June 2024
Number Required 1
Hours Full Time
Duration Permanent
Salary To be advised
End Date 10 June 2024
Notes Our client seeks a Senior Company &.Trust Administrator to join their team. Key Responsibilities:To promote the highest standards of client relationship management.To provide trust and company administration services, including progressive client contact to an allocated caseload of predominately medium/high risk multi-jurisdictional high net worth clients in accordance with the strategic plan, regulatory requirements, company service levels and company standards to meet client expectations including:- Ensure Client Contact Programme (CCP) is actively maintained in accordance with agreed standards.Process New Business.Undertake management and review of, Investments and other client assets, including the review of related documentation.Preparation of minutes/resolutions.Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales Opening and managing client bank accounts, including authorising payment instructions.Undertake relevant Statutory Filing.Process Financial Transactions such as Dividends, Distributions and Loans.Maintain Company and Trust records, including due diligence.Analyse Financial Statements.Participate in ad hoc projects/committees as required.Provide support to the Senior management team and colleagues as required.Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development.To provide accurate time recording to ensure the correct fee income is derived.Manage motivate and encourage a medium sized team to ensure a high quality of flexible and responsive services to clients is maintained, whilst ensuring compliance with internal policies, procedures and regulations.Conduct staff interviews and prepare appraisals in accordance with the HR Strategy.To Chair the New Business and Banking Committees.To undertake other responsibilities as required. Key Skills & Experience:Degree or equivalent professional qualification/experience.Established leadership and influencing skills.A strategic and practical understanding and application of high-quality client service delivery.Strong problem analysis and resolution skills.Strong verbal, written communication, and interpersonal skills, with the ability to present complex concepts in a clear and concise manner.Understanding and application of effective people resource requirements.Ability to identify, mitigate and manage operational risk and controls.Strong technical CSP/TSP knowledge.Good organisation and control of workflow.Understanding of the importance of strong Corporate Governance.Self-motivated and have the ability to work under pressure.Clear understanding of Regulatory requirements.The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service.Able to work on own initiative and to be highly disciplined. If you have the required skills please apply online at searchandselect.com quoting reference number: 14237

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