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Open nowFirst seen 25 hours ago

Administrator/Senior Administrator, Trust & Corporate (Temp)

Ruth Maskell36 open roles

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Your applicationOpen nowAdministrator/Senior Administrator, Trust & Corporate (Temp)Ruth Maskell

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The clock on this job

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Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 25 hours ago

The posting

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
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