Job title: Private Client Administrator
Job type: Permanent
Emp type: Full-time
Industry: Trust and Company
Functional Expertise: Secretarial and Administration
Job published: 14-05-2024
Job ID: 35846

Job Description

Trust Administrator


The purpose of this role is to take responsibility for a client portfolio and work alongside the Managers and Directors to assist them with all aspects of administration and client service in accordance with company policies and procedures.

The role will require regular interaction with staff at all levels along with clients and third-party service providers and advisors.


Key responsibilities include:
• Maintain secretarial and governance oversight and control for client entities;
• Maintain a high level of communication and interaction with clients and intermediaries as required;
• Maintain excellent client relationships;
• Assist with transactions undertaken by client entities whilst involving others where necessary;
• Organising, reviewing and occasionally preparing electronic and written banking instructions;
• Preparation and distribution of board packs for client entity board meetings where required;
• Attendance at client entity board meetings, drafting accurate minutes and standard form documentation;
• Ensure client requests and ad hoc queries are dealt with efficiently and in a timely manner;

Qualifications & Experience:
• Relevant professional qualification/studying towards relevant qualification;
• At least 3-4 years’ trust and company experience;
• Understanding of local and international regulatory framework and good working knowledge of KYC and AML procedures;

If this is of interest please get in touch!

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