This role reports to the Associate Director and the role necessitates a wide range of responsibilities and a variety of duties which include all aspects of administrations for a portfolio of Trusts, Companies and Pension Schemes. You will be joining a team committed to delivering excellent service level and client delivery.

KEY RESPONSIBILITIES (included but not limited to)

• Administering a portfolio of Trusts, Companies and Pension Schemes;
• Liaising with clients, intermediaries, bankers and investment houses – by email, in letter form and by telephone;
• Assisting with client entity reviews;
• Preparation of minutes, written resolutions, and other statutory documentation;
• Making payments, using online banking software, and in written form;
• Setting up and maintaining client databases;
• Closing down processes;
• Keeping up to date with office procedures;
• Working closely with all internal departments to help deliver a first class service;
• Ensure high service levels are maintained and/or exceeded, prompt turnaround of communications and deadlines are met;
• Keeping up to date with relevant local anti-money laundering legislation and other regulatory requirements;
• Other general administration duties which arise in the course of day to day business;
• Understanding of Risks associated within the industry;
• Compliance with Anti Money Laundering and other Regulatory obligations including collation and upkeep of Client Customer Due Diligence (CDD).

ATTRIBUTES AND EXPERIENCE

• Proven track record working within the fiduciary services industry or in a similar position;
• Preferably 5 years’ experience in the fiduciary services industry;
• Professionally qualified (eg STEP, ICSA) is desirable or qualified by experience;
• Have been acting as a Signatory at previous employer;
• Good organisation and communication skills;
• Good technical skills and experience related to the role;
• Pensions experience preferable;
• Navision experience is desired;
• Professional, personable and approachable;
• Accustomed to working as part of a team;
• Adaptable and self-motivated;
• Support Directors and Managers to ensure work fulfils compliance and quality standards.

ADDITIONAL INFORMATION

Salary will be commensurate with experience;