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Administrator – Private Client

REF: 251 | Trust Administration | £20k - £30k
  • Type: Permanent
  • Job #251

Purpose of the role:

To provide company and trust administration services. There will be a need for liaison and the co-ordination of activities across a number of subsections of the Company. The work involves encountering changing priorities and differing situations.

Responsibilities:

  • To maintain the highest standards of administration including the periodic production of reports/analyses to third parties
  • Drafting/preparing less complex documents i.e. minutes/resolutions, as appropriate
  • To liaise with Investment Advisers, Asset Managers and other professional advisers
  • Attend client meetings with Client Directors and Managers
  • Maintain client confidentiality
  • Observe CDD at all times
  • Record all time on the Company’s time recording system and ensure narrative is clear
  • Achieve financial targets as determined by management
  • Such other duties as the management may at times reasonably require
Skills Required:
  • Roles at this level provide professional advice and/or support, directly or indirectly to team based upon a full understanding of a technical, professional or specialised fiel
  • You will plan and ensure progress within established procedures and clearly defined Company policy

 

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