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Administration Assistant

REF: 188 | Trust Administration | £30k - £40k
  • Location: St Helier
  • Type: Permanent
  • Job #188

Purpose of the role:

As the Administration Assistant, you will play an active part in the development of our client's offering to its clients and its business as a whole.

Responsibilities:

  • Deliver excellent service to clients in a manner which places the interests of clients second only to their regulatory obligations
  • Provide support to the Directors by taking responsibility for tasks delegated to you
  • Pro-actively take on additional responsibilities and administration tasks as required by your Manager or clients
  • Ensure that all work is undertaken according to their policies and procedures
  • Provide administrative support to the Directors on general client matters to include: –
    • Preparation of Trustee and Director Board meetings and recording minutes
    • Preparation and attendance to distributions and other client related payments
    • Opening client bank accounts and continuing liaison with banking providers
    • Ensure client correspondence records are maintained and updated
    • Maintain client statutory records
    • Assist with the maintenance of client bookkeeping
  • Be a point of contact for clients and intermediaries in the absence of the Client Director
  • Be proactive in communications with clients and intermediaries
  • Be open and transparent when dealing with clients and other members of staff
Skills required:
  • Ensure you are fully aware of the regulatory framework within which they operate
  • Be proactive in identifying and proposing improvements to systems, policies and procedures that will strengthen their defences against operational and regulatory risk
  • Develop a high level of technical knowledge and apply this to the day-to-day administration of their clients
  • Share knowledge and expertise with colleagues
  • Ensure that you meet their policy on CPD requirements
  • Have a few years' Junior Admin / Administrator level experience???????

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