Administrator - Client Services

Our client are seeking a Trust Administrator to join their growing team. 

Our client is undergoing an exciting period of growth!

Responsibilities:

  • Administering a portfolio of trusts, companies and foundations including liaising with Clients, banks and investment managers as and when required.
  • Maintain a day to day relationship with your Clients including attendance at Client meetings and delivery of finalised transactions.
  • Maintain a highly relevant understanding of Imperium’s policies and procedures and ensure all administration is undertaken in accordance with those policies and procedures.
  • Maintain a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.
  • Ensure adherence to policies, procedures and codes of conduct.
  • Actively engage in risk disciplines, ensuring that work is undertaken in adherence to the standards and quality required and in accordance with the Imperium Risk Appetite.
  • Work with your Team to complete new business documentation and onboard.
  • Prepare accurate minutes for Client entity transactions.

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Fri, 05 Jan 2024
Closing Date: 
Sun, 31 Mar 2024
Reference: 
11232

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