Job Detail: web id: 1967, Job Ref: P009915

Senior Client Administrator

Type: Permanent

Hours: Full Time

Salary: n/a

Senior Client Administrator / Client Relationship Manager

Job Description:
Trust and company administrator with at least 5 years relevant experience to manage a portfolio of company and trust structures with minimum supervision, reporting to the Client Directors as necessary. The duties and responsibilities will include:
• Coordinating the affairs of a portfolio of company and trust structures
• Consider AML and CFT issues relating to day to day administration activities
• FATCA and CRS reporting
• HMRC registration procedures
• Compliance with internal administration policies and procedures
• Liaising with Clients
• Liaising with Intermediaries (including Banks, Solicitors, Investment Advisors etc)
• Preparation of correspondence 
• Preparation of statutory forms
• Preparation of director and shareholder minutes / resolutions
• Preparation of trustee minutes and resolutions
• Preparation of payments / electronic payments
• Input of statutory / client information into electronic databases
• Bookkeeping
• VAT Work, if necessary

Job Sector / Roles

No Sector has been assigned for this job...

Desirable Qualifications

No qualifications have been assigned for this job...

Interested? Contact Us!

Phone: (01624) 620297


Return to Job List


Not a member? Sign up!