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Senior administrator to join our Private Wealth department, and be part of our growing team. Under the supervision of a senior team member the successful candidate will be expected to work independently, acting as the primary day to day contact to deliver a range of administration services to a varied portfolio of clients and related entities.
Job Responsibility:
Managing the formation and ongoing administration of a portfolio of companies
Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required
Transaction management, including organizing and attending client meetings as required, drafting minutes and resolutions, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records and coordinating of the timely signing of documentation
Processing of bank payments, reconciliation of payment logs and approvals
Production and circulation of invoices, fee collection and chasing debtors
Supervise and assist in the training of Trainee Administrators and Administrators and provide feedback and identify any additional training needs to your direct manager
Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
Supporting the Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
Contributing towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
Monitoring of WIP and billing in accordance with fee agreements and undertaking fee reviews where necessary
Ensuring compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, reporting of suspicious activity or transactions, client due diligence and record keeping
Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager
Requirements:
4-6 years’ relevant experience in the finance industry preferred
Strong academic background, Bachelor’s degree or equivalent preferred
Working towards or holding a professional qualification such as ICSA
Excellent written and verbal communication skills
Strong working knowledge of Viewpoint would be an advantage
Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point)
Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations
Responsive and client focused with strong organisational skills and attention to detail
Ability to deal with tasks independently and use own initiative
Ability to provide training/mentoring to junior members of the team
Must be committed and driven to achieving excellence for themselves, their clients and their team
Nice to have:
Strong working knowledge of Viewpoint would be an advantage