Junior Administrator, Private Client

Primary responsibilities:

The main purpose of role is to work alongside the Administrators to assist them with all aspects of administration and client service in accordance with company policies and procedures.

Other responsibilities include, but are not limited to, the following:

• Preparation of electronic and written banking instructions;
• Dealing with routine client and bank queries and correspondence, including monitoring of transfer instructions;
• Helping other colleagues within the company with queries they may have on clients;
• Ensuring bookkeeping records are up to date, in particular, that all monetary transactions are correctly reflected in client entity books;
• Preparing instructions, monitoring completion of them and making diary notes for self (or other colleagues where necessary);
• Maintaining upkeep of client’s personal and corporate bank records and preparing transfer instructions;
• Arranging for bank accounts to be opened/closed;
• Liaising with bankers;
• Arranging corporate documents to be notarised and legalised, where necessary;
• Preparation of general letters and e-mails;
• Preparation of basic minutes, simple agreements, Powers of Attorney and other documents including Letters of Wishes and draft deeds and arranging relevant sign offs;
• Completion of periodic and annual reviews;
• Assist with or compile packs regarding new business;
• Additional responsibilities as required such as photocopying, scanning and assisting administrators and managers with ad hoc projects;
• Provide day-to-day admin support to the reporting manager/director.

Requirements and key skills:

• Relevant professional qualification/studying towards relevant qualification;
• At least 1-2 years trust and company experience;
• Understanding of local and international regulatory framework and good working knowledge of KYC and AML procedures;
• Good understanding of Microsoft products;
• Possess good organisational/prioritisation skills;
• Possess good attention to detail and be flexible with the specific requirements of the role;
• Possess good interpersonal skills to allow for a good relationship with clients and colleagues;
• Ability to work under pressure and meet deadlines;
• Enthusiasm to learn;
• Common sense and general awareness as to where to go in order to resolve client problems/issues;