Senior Adminstrator – Private Client

J30864
Negotiable
21. October 2019

Our client is an international and award-winning corporate, private client and fund administration business. They currently have a fantastic opportunity for a Senior 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. They plan and ensure progress within established procedures and clearly defined Company policy. They are expected to identify gaps in information, and conduct analyses to solve/resolve problems and issues with short-term consequences. They 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.

All applicants must have 5 years residency.

For further information, please contact the Perm team on 50000.

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