Administrator

3 months ago


Saint Peter Port, United Kingdom Moore Stephens Full time

**Job Description**:
Job title:
Administrator

Department:
Private Client Services

Reporting to:
Manager

Job Level:
2

Role purpose: Being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst maintaining a defined client portfolio.

Core responsibilities:

- Administer a defined client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships;
- Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors;
- Assist the Senior Administrator / Assistant Manager / Manager in providing training to Assistant Administrators, where necessary;
- Undertake the billing and debt collection for your client portfolio;
- Undertake the initial review of Working Papers files for the annual Accounts / Financial Statements for your client portfolio;
- Acquire, monitor and dispose of assets held within your client portfolio in accordance with the Office Procedures Manual;
- Prepare written correspondence, Board / Trustee minutes and checklists, as necessary.
- Maintain your clients files in an orderly manner, ensuring documents are files correctly and in a timely manner;
- Provide general assistance to the Assistant Manager / Manager when required.

Technical / Professional / Qualification Requirements:

- Good GSCEs / A-Levels especially in English and Mathematics;
- 2-3 years experience in the Trust and Corporate field
- Hold or studying towards a relevant professional qualification (preferably ICSA or STEP).

Person Specification / Competencies

**Client: C**lient focus, driven to deliver a quality service;
**Company**:Has a commercial outlook, follows procedures and is aware of risk. Spots opportunities to develop. Demonstrates an enthusiasm and aptitude for learning.

**People**:Works collaboratively and is a team player with strong communication skills. Shares knowledge and experience.

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