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+441534 715150 | info@kendrickrose.com
Reference
KR11758
Location
Jersey
Salary
Category
Trust
Our client is a global company with offices in 45 jurisdictions. The Corporate Services Senior Administrator is responsible for overseeing all aspects of the administration of a portfolio of corporate clients ensuring that clients receive an efficient and professional service.
Main responsibilities but not limited to:
• Administer all aspects of a portfolio and corporate clients
• Responsible for the efficient day to day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Company records within the portfolio
• Ensure the delivery of a quality service for all clients assigned in line with local Client Service Standards and responding promptly and proactively to client or investor queries, keeping other members of the client handling team advised of progress
• Develop close professional relationships, being attentive to client needs and concerns and maintaining client and investor confidentiality
• Attend board meetings, prepare minutes and resolutions, maintain meeting and action point logs and ensure action points are dealt with promptly
• Provide day-to-day support to team members, immediate manager and the Directors when necessary
• Monitor work in progress, produce timely bills, minimise deficits, collect cash promptly and minimise bad debts
Experience required:
3-5 years’ experience
• Understands the principles of the various fund structures available, to include legal structure such as unit trust and limited partnerships
• General understanding of corporate secretarial duties and minute taking
• Able to recognise and respond to risk situations and stays up to date with appropriate legislation and professional standards
• Understand the principles of managing financial assets and cash management requirements