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Senior Administrator – Family Office

REF: 274 | Fund Administration |
  • Type: Permanent
  • Job #274

Purpose of the role:

You will deliver a comprehensive first-class administrative service to a varied portfolio of clients in line with the defined business activities. Maintain and enhance client relationships on own portfolio and to supervise and develop junior team members. 

Responsibilities:

  • Administration of a varied portfolio of clients, in accordance with procedures
  • Liaising with clients on day to day matters
  • Responsibility for the maintenance of statutory books for own portfolio
  • Responsibility for client appropriate regulatory documentation (including where appropriate NRL returns and HMRC filings)
  • Coach more junior members of staff in respect of client day to day activities
  • Coach more junior members of staff in relation to the procedures
  • Monitor the workflow of more junior staff
  • Coach more junior staff in relation to time management and prioritising skills
  • Assist with the review of accounts/financial statements
  • Delegating and reviewing the drafting of basic minutes and resolutions for meetings for own clients
  • Drafting minutes and resolutions for meetings attended for senior staff’s clients by request
  • Circulation of minutes to attendees for comments
  • Finalising of minutes and arranging for signing
  • Delegate payment instructions for own clients to more junior staff – as appropriate
  • Review payment instructions prepared by more junior staff
  • Understand the different requirements/process for payments for high risk clients

Skills required:

  • Table 5 Qualification
  • Sound academic background
  • Studying for or a willingness to study for a table 4 qualification Experience
  • 4 years relevant industry administration experience with at least 3 years’ experience in running own portfolio
  • Experience of developing and coaching others on a one to one basis
  • Experience of administering portfolio

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