Vacancy Information

Reference ID	200685
Job title	Senior Trust & 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	17 June 2024
Number Required	1
Hours	Full Time
Duration	Permanent
Salary	To be advised
End Date	17 June 2024
Notes	You will deliver excellent client administration of a complex portfolio of client trust and company structures and to offer oversight and support to the Trust & Corporate team as required. Liaising closely with the Trust & Corporate team, clients and intermediaries. The role encompasses all aspects of administering a portfolio of company and trust structures. Key Responsibilities General administration for a portfolio of entities including (but not be limited to); e-mail and telephone/Teams correspondence with clients and intermediaries; Research and document recording; Preparation of minutes and transactional documents for presentation to the client company Boards; Arranging payments; Assisting the accounts and bookkeeping team with any unclarified items or queries Review of Financial Accounts for portfolio including those externally prepared; Maintaining and building excellent relationships with clients and intermediaries through quality service. Responding to all client communications in a timely fashion Preparation for and attendance at client meetings and preparation of post meeting file notes and board minutes when required Presentation of transactions to the Material Transaction Committee when required. Assisting with client on-boarding for new and transferring in business. Assisting with the completion of Terminations and Transfer outs Upon receipt of fees from billing directors, to send out to client and collect fees due Effective management of debtors. Calculation of fees for processing by the internal accounts team. Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation. Maintaining and updating Client Profiles and Risk Assessments. Completing outstanding action points in a timely fashion. Liaison with Compliance Department where required Obtaining client due diligence where necessary for existing portfolio To complete and input time in the time billing system on a daily basis. Any other duties as may be required from time to time in accordance with the demands of the role. Key skills and experience: 3-5 years experience in an administrative role ideally within Fiduciary Services Relevant professional qualification (e.g. STEP, ICSA, ACCA), or willingness to study 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 & proactive approach to work & the ability to work under own initiative If you have the required skills please apply online at searchandselect.com quoting reference number: 12400

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