Senior Administrator - Private Wealth

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

Key Responsibilities

Our senior administrators provide dedicated support and transactional management to a number of clients, which includes organising and attending client meetings as required, drafting minutes and resolutions, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records and coordinating the timely signing of documentation.

Other responsibilities include:

  • Processing of bank payments, reconciliation of payment logs and approvals
  • Production and circulation of invoices, fee collection and chasing debtors
  • Supervise and assist in the training of Trainee Administrators and Administrators and provide feedback and identify any additional training needs to your direct manager
  • Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
  • Supporting the Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency Contributing towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
  • Monitoring of WIP and billing in accordance with fee agreements and undertaking fee reviews where necessary
  • Ensuring compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, reporting of suspicious activity or transactions, client due diligence and record keeping
  • Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager 

Skills, Knowledge and Expertise

Our client are particularly interested in candidates with strong academics (bachelor’s degree or equivalent preferred) and working towards or already hold a professional qualification such as ICSA or STEP, who are motivated to achieve excellence for the client and team, producing the best results in our changing environment.

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

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Mon, 29 Apr 2024
Closing Date: 
Sun, 28 Jul 2024
Reference: 
11954

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