Vacancy Information
| Reference ID | 200257 | ||
|---|---|---|---|
| Job title | Trust and Company 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 | 04 June 2024 | |
| Number Required | 1 | ||
| Hours | Full Time | ||
| Duration | Permanent | ||
| Salary | To be advised | ||
| End Date | 04 June 2024 | ||
| Notes | Our Client seeks a Client Administrator to join their team. Role Profile: To support Senior Client Administrators with the preparation of statutory documents, payments and to start administering a small portfolio of clients. Complying with all pertinent legislation, liaising with banks, brokers and other relevant parties involved in the client relationship. To support Client Services Manager in ad-hoc administrative systems process projects as needed. Key Responsibilities: Have a clear understanding of a small portfolio of clients, including their overall relationships within structures and with regard to jurisdictional and regulatory requirements. Respond in a timely and efficient manner to client requests and any ad hoc enquiries. Ideally no later than 48 hours, and adopting a solution-based approach to any problems. Continually follow up on ongoing matters ensuring completion or resolution of tasks. Ensure client files are complete and in good order. Produce board minutes, resolutions, agenda other client documents as required. Monitor client cash flow, debtors, and assist with invoicing and collection tasks to strict deadlines. Prioritise work tasks switching from task to task when other matters take precedence. Ensure that internal policies and procedures are observed and followed in your work. Demonstrate a basic understanding of any changes to legislation and regulations. Compliance with all statutory requirements including filing of annual returns (AR) and ensure all client entities within own portfolio of clients are in good standing. Assisting with the completion of annual reviews including resolution of all outstanding action points. Develop a basic understanding of financial statements. Assist in client transactions including sale and purchase of assets, investments and other corporate changes. Operate efficiently all current systems and ensure client data is accurate, up to date and filed correctly. Manage and contribute to ad hoc administrative IT system projects as and when required. Key Skills and Experience: Part qualified ICSA or STEP+ 2 years TCSP experience. Good general standard of education. High system proficiency necessary. Previous use of Viewpoint would be an advantage. Excellent attention to details and good organisational skills. Proven track record of taking ownership and meeting deadlines. Professional and friendly manner. Ability to communicate effectively. If you have the required skills please apply online at searchandselect.com quoting reference number: 14660 | ||
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