Wednesday 07 June 2023
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Senior Administrator - Private Client

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: To work alongside the Managers and Directors to assist them with all aspects of administration and client service in accordance with company policies and procedures. Responsibilities: 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 clients personal and corporate bank records and preparing transfer instructions Arranging for bank accounts to be opened/closed Skills required: Relevant professional qualification/studying towards relevant qualification At least 5-10 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

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