Core responsibilities:
- Administer a complex 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;
- Provide day to day training and mentoring to Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services;
- 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 (or review such work if you are responsible for the training of an Assistant Administrator);
- Maintain your client’s files in an orderly manner, ensuring documents are files correctly and in a timely manner (or review such work if you are responsible for the training of an Assistant Administrator);
- Provide general assistance to the Assistant Manager / Manager when required.
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