Job title: Assistant Administrator
Role Level: 1
Department: Private Client Services
Role purpose
Providing assistance to and being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures.
Core responsibilities
- Assist the team with the administration of a client portfolio, comprised of Trusts, Companies, Foundations and Limited Partnerships.
- Undertake bookkeeping to maintain accurate accounting records for the team’s client portfolio.
- Draft written instructions and on-line payments for distributions, dividends, professional fees etc.
- Draft minutes and general correspondence for review by a Senior Administrator / Manager.
- Maintain an accurate statutory database of your team’s client portfolio.
- Liaise with intermediaries (banks, law firms and other professional advisors) by email, telephone and written correspondence, as required.
- Provide general assistance to the team, as necessary.
Technical / Professional / Qualifications Preference
- Graduate or School Leaver