Our client is an international and award-winning corporate, private client and fund administration business. They are looking for a Senior Company & Trust Administrator to provide a comprehensive company and trust administration service.

Roles at this level provide professional advice and/or support, directly or indirectly to team based upon a full understanding of a technical, professional or specialised field. You will plan and ensure progress within established procedures and clearly defined Company policy. You will be expected to identify gaps in information, and conduct analyses to solve/resolve problems and issues with short-term consequences. You will put forward recommendations on managing more complex situations. Individuals are responsible for planning and organising their own work and/or that of a team of colleagues, who may be involved in different types of work. There is a need for liaison and the co-ordination of activities across a number of subsections of the Company. The work involves encountering changing priorities and differing situations.

Principal Accountabilities: –

• Responsibility for the administration of a portfolio of trust and company structures including those of a complex nature.
• To review annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information recorded.
• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.
• To review periodic reports produced by professional advisers before approval by directors or trustees for submission to third parties.
• To drafting/preparing documents i.e. minutes/resolutions/small agreements etc., as and when appropriate.
• To liaise with investment advisers, asset managers and other professional advisers.
• To attend client meetings and be expected to develop a close working relationship with such clients.
• To identify opportunities where a beneficiary could benefit from other services that could be provided through the company network.
• To maintain client confidentiality.
• To assist with the supervision and development of junior staff as required.
• In conjunction with the client director, to cover Team Manager’s and/or other administrator’s portfolios of clients in absence of holiday/sickness if required.
• To observe CDD at all times.
• To record all time on the Company’s time recording system and ensure narrative is clear.
• Achieve financial targets as determined by management.
• Such other duties as the management may at times reasonably require. This job description is a guide to the principal, current duties of the job. It does not form part of the contract of employment.

For further information please contact the Perm team on 50000.

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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