Our client is seeking a Senior Administrator to join their Private Wealth team. 

Under the supervision of a senior team member the successful candidate will be expected to work independently, acting as the primary day to day contact to deliver a range of Private Wealth services to a varied portfolio of clients and related entities.

Key Responsibilities

• Managing the formation and ongoing administration of a portfolio of companies
• Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required
• Transaction management, including organizing and attending client meetings as required, drafting minutes and resolutions, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records and coordinating of the timely signing of documentation
• 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

Skills, Knowledge and Expertise

• 4-6 years’ relevant experience in the finance industry preferred
• Strong academic background, Bachelor’s degree or equivalent preferred. Working towards or holding a professional qualification such as STEP or ICSA
• Excellent written and verbal communication skills
• Strong working knowledge of Viewpoint would be an advantage
• Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point) 
• Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations
• Responsive and client focused with strong organisational skills and attention to detail. Ability to deal with tasks independently and use own initiative
• Ability to provide training/mentoring to junior members of the team

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