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
