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Manager

Role purpose: Manage a team providing comprehensive Private Client Services for our international client base, and undertaking business development/marketing opportunities as required. Core responsibilities: Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken/completed in a timely manner. Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors. Identify any training needs for the team and, in the absence of a Senior Administrator and/or Assistant Manager, provide day-to-day training to Administrators and Assistant Administrators; to build up their confidence and knowledge of

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Management

Senior Administrator

Role purpose: Being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst administering a complex client portfolio. Core responsibilities: Administer a complex client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships. Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors. Provide day-to-day training to Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services. Undertake the billing and debt collection for your client portfolio. Undertake the initial review of the annual Financial Statements for your

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Finance
Trust

Administrator

Role purpose: Being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst maintaining a defined client portfolio. Core responsibilities: Administer a defined client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships. Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors. Assist the Senior Administrator/Manager/Senior Manager in providing day-to-day training to Assistant Administrators, where necessary. Undertake the billing and debt collection for your client portfolio. Undertake the initial review of the annual Financial Statements for your client portfolio. Involvement in the acquisition, monitoring,

Employer Listing
Finance

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