Our client is seeking an Administrator to join the Private Wealth team. 

Under the supervision of a senior team member, the successful candidate will work with team members in delivering a range of corporate administration services to a varied portfolio of clients and related entities, managing the related workload to ensure that client requests for actions are responded to within a suitable timeframe.

Key Responsibilities

• The formation and ongoing administration of a portfolio of companies
• Preparation of minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records
• Processing of bank payments, reconciliation of payment logs and approvals
• Production and circulation of invoices, fee collection and chasing debtors
• Pro-actively take on and support additional responsibilities and administration tasks as required by your manager or clients
• Supervise and assist in the training of Trainee Administrators and provide feedback and identify any additional training needs to your direct manager

Skills, Knowledge and Expertise

• 1-3 years’ relevant experience in the finance industry preferred
• Strong academic background, preferably Bachelor’s degree or equivalent. Ideally working towards or holding a professional qualification such as STEP or ICSA (CGI)
• Excellent written and verbal communication skills
• Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point). Experience in using Viewpoint would be an advantage.
• Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations

For more information, please contact Ben on 707811 or email your CV to jobs@excel-recruitment.com