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Trust and Company Administrator

2 months ago

London, Greater London, United Kingdom Hawksford Full time
About the Role

Hawksford is seeking a highly skilled and experienced Trust and Company Administrator to join our team. As a key member of our administration team, you will be responsible for providing professional advice and support to our clients and colleagues.

Key Responsibilities
  • Portfolio Administration: You will be responsible for the administration of a portfolio of trust and company structures, including those of a complex nature.
  • Financial Analysis: You will review annual accounts on client portfolios and work with bookkeepers and accountants to ensure correct information is recorded.
  • Reporting and Compliance: You will maintain the highest standards of administration, including the periodic production of reports and analyses to third parties.
  • Document Preparation: You will review and prepare documents, such as minutes, resolutions, and small agreements, as and when required.
  • Client Liaison: You will liaise with investment advisers, asset managers, and other professional advisers to ensure seamless communication with our clients.
  • Client Relationship Management: You will attend client meetings and develop close working relationships with our clients.
  • Business Development: You will identify opportunities to provide additional services to our clients through our company network.
  • Confidentiality and Data Protection: You will maintain client confidentiality and adhere to data protection policies at all times.
  • Team Support: You will assist with the supervision and development of junior staff as required.
  • Coverage and Absence: You will cover Team Manager's and/or other administrator's portfolios of clients in absence of holiday/sickness if required.
  • Compliance and Risk Management: You will observe CDD at all times and record all time on the Company's time recording system.
  • Financial Performance: You will achieve financial targets as determined by management.
Requirements
  • Experience: Proven experience in trust and company administration, financial services, or legal services environment.
  • Qualifications: Studying or qualified in CGI (ICSA) or equivalent professional qualifications.
  • Skills: Proactive and forward-thinking, able to use initiative when handling tasks, committed and driven to achieving excellence for yourself and our clients.
  • Communication: Excellent communication skills.
  • Teamwork: Ability to assist with the supervision and development of junior staff.