Administrator

Role purpose:

Being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst maintaining a defined client portfolio.

Core responsibilities:

• Administer a defined client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships;
• Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors;
• Assist the Senior Administrator / Assistant Manager / Manager in providing training to Assistant Administrators, where necessary;
• Undertake the billing and debt collection for your client portfolio;
• Undertake the initial review of Working Papers files for the annual Accounts / Financial Statements for your client portfolio;
• Acquire, monitor and dispose of assets held within your client portfolio in accordance with the Office Procedures Manual;
• Prepare written correspondence, Board / Trustee minutes and checklists, as necessary.
• Maintain your client files in an orderly manner, ensuring documents are files correctly and in a timely manner;
• Undertake periodic reviews of your client files, as necessary;
• Provide general assistance to the Assistant Manager / Manager when required.

Technical / Professional / Qualification Requirements:

• Good GSCE’s / A-Levels especially in English and Mathematics;
• 2/3 years’ experience in the Trust and Corporate field
• Hold or studying towards a relevant professional qualification (preferably ICSA or STEP).

Person Specification / Competencies:

Client: Client focus, driven to deliver a quality service;
 
Company: Has a commercial outlook, follows procedures and is aware of risk. Spots opportunities to develop. Demonstrates an enthusiasm and aptitude for learning.
 
People: Works collaboratively and is a team player with strong communication skills.  Shares knowledge and experience.