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This role offers a diverse range of responsibilities covering the establishment of new companies, trusts, ongoing administration and supporting management of a growing portfolio of clients. You will work closely with senior staff, stakeholders and customers, making excellent communication skills essential. This role presents a clear path for career growth and progression within our organisation.
Job Responsibility
Provide an accurate and efficient service to clients of Eximia
Act as Director of your team Corporate Director
Act as Authorised Signatory on bank accounts
Act as Individual Director on client companies
Deal effectively and efficiently with all internal administration matters
Manage and monitor the administration of companies and Trusts for clients within team portfolio
Liaise with clients regarding day to day administration queries
Meet/visit clients as required/necessary
Advise/communicate with clients verbally and in writing
Arrange incorporation of new companies for clients/monitor and arrange transfers in and out/terminations
Compile relevant compliance information from clients
Prepare and understand contracts/agreements for clients
Understand high level structuring and tax commentary
Review and manage work item balances/disbursements on client company files
Be fully aware of outstanding debt within portfolio
Ensure correct work items are input by your team
Monitor work of staff under direct/and possible indirect management
Assist with recruiting new staff
Guide, coach and train staff under management
Delegate work to staff under management
Set objectives/goals as appropriate to staffs’ capabilities
Maintain a clean, tidy and organised team work area
Attend internal, external training sessions and meetings
Meet CPD requirements as set internally
Any other ad hoc duties as they arise
Requirements
Ability to provide accurate and efficient service to clients
Excellent communication skills
Ability to work closely with senior staff, stakeholders and customers
Understanding of corporate administration and trusts
Understanding of high level structuring and tax commentary