Our client is seeking a Client Services Administrator to join their team.
Key Responsibilities:
- Work within the administration team, supporting the Client Services Team Leader and Client Services Director with the administration of a varied portfolio of client entities and trusts.
- Liaise via email and telephone with directors, trustees, third parties, and clients.
- Assist the Client Services Team Leader and directors in drafting board minutes and written resolutions for various administrative matters.
- Organize and prioritize administrative tasks, including onboarding new clients, establishing entities/trusts, managing ongoing administration, and closing structures.
- Utilize Office 365, Viewpoint document manager, entity administration functions, and network drives to complete tasks and maintain records.
- Support transactions such as asset purchases and sales, and general day-to-day payments (online and written instructions).
- Assist with completing investment application forms and bank account applications.
- Support the Client Accounting team with relevant information.
- Help ensure compliance with regulatory requirements, including Anti-Money Laundering and Counter Financing of Terrorism, in collaboration with the Compliance Manager and directors.
- Assist with periodic Client Risk Assessments (CRAs) and ensure timely and accurate completion.
- Ensure entities and trusts comply with FATCA, CRS, and Substance requirements.
- Participate in office-wide initiatives and ad hoc projects.
- Adhere to office policies and procedures, including accurate recording of time each day.
Key Skills and Experience:
- 5-10 years of TCSP experience.
- Strong understanding of the day-to-day administration of companies and trusts, including drafting minutes, agreements, letters, and correspondence with clients and third parties.
- Ability to work independently and as part of a team.
Quote job ref: 15783
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