Administrator, Private Client

Administrator, Private Client

Job Title: Administrator, Private Client

Reporting to: Manager, Private Client

Direct reports: n/a

Job Purpose

To provide trust and company administration services, including client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet client expectations.

Key Result Areas

• Administration of a medium / low risk portfolio of trust and companies and seeking guidance or verification where necessary and assisting with a range of day to day administrative tasks.
• Maintain day to day contact with a portfolio of clients, principally by letter, e-mail and telephone. To enhance and maintain client relationships.
• Liaising with external advisors including investment advisers, asset managers, lawyers, accountants, brokers, tax advisers, auditors and other third parties as necessary regarding client affairs
• Assist with ensuring that all client requests/documentations are completed accurately and in a timely manner, taking action to improve the completeness of data and information
• Plan and prioritise own workload to ensure that target/deadlines are achieved
• Comprehensive annual review of trusts and companies within portfolio
• Closure of accounts per standard checklist
• Company / Compliance procedures and to ensure satisfactory completion to the agreed timescales. 
• Ensure all written and verbal communication is of the highest professional standard
• Maintaining records of daily time spent on time billing modules
• Assist with complying with all regulatory and legislative requirements in accordance with the regulatory licenses held by the business, including any codes of practice and regulatory guidance
• Study towards a Trust and Company qualification recognised by the JFSC, such as STEP or ICSA and/or maintain competency by undertaking relevant CPD
• Any other tasks as may be required from time to time