Service/Department: Private Client Services
Sector: Assistant Administrator
Providing assistance to and being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures.
Assist the team with the administration of a client portfolio, comprised of Trusts, Companies, Foundations and Limited Partnerships.
Undertake bookkeeping to maintain accurate accounting records for the team’s client portfolio.
Draft written instructions and online payments for distributions, dividends, professional fees etc.
Draft minutes and general correspondence for review by a Senior Administrator / Manager.
Maintain an accurate statutory database of your team’s client portfolio.
Liaise with intermediaries (banks, law firms and other professional advisors) by email, telephone and written correspondence, as required.
Provide general assistance to the team, as necessary.
Graduate or School Leaver