Purpose of the role:
To oversee the administration of a client portfolio under the supervision of the Senior Manager/Director.
Responsibilities:
Actively contribute to initiatives to improve processes to drive operational excellence
Manage a Client Administration Team who have overall responsibility for the administration of a Client Portfolio
Manage own billing and cash collection/debtors process, have a strong awareness of recoverability and work in an efficient manner so as to minimise write offs
Review client structures, completing review process for client entities, demonstrate risk awareness and mitigate exposure, including the fulfilment of responsibilities under the review procedures
Awareness and adherence to contractual and statutory obligations under the businesss policies, procedures and guidelines, acting as a guide in this respect to members of the team
Skills required:
Have 5-10 years of experience in a trust administration role
STEP or CGI qualified to Diploma level
Ability to review and monitor work of team members and assist with problems and difficulties
A good knowledge of local trust and company legislation and practice, including awareness of Anti Money Laundering Law laws and orders
Knowledge of UK income taxation
General familiarity with aspects of UK Capital Gains Tax and Inheritance Tax and their use in tax planning