Trust and Company Administrator

2 weeks ago

London, Greater London, United Kingdom Hawksford Full time
{"Job Title: Private Client

Job Summary: We are seeking a highly skilled and experienced Trust and Company Administrator to join our team at Hawksford. The successful candidate will be responsible for providing professional advice and support to our clients, ensuring the highest standards of administration and maintaining confidentiality.

Key Responsibilities:

* Administer a portfolio of trust and company structures, including complex ones
* Review annual accounts and work with bookkeepers and accountants to ensure accurate information
* Maintain high standards of administration, including producing reports and analyses for third parties
* Review periodic reports from professional advisers and obtain approval from directors or trustees
* Draft and prepare documents, such as minutes and resolutions
* Liaise with investment advisers, asset managers, and other professional advisers
* Attend client meetings and develop close working relationships
* Identify opportunities for beneficiaries to benefit from other services
* Maintain client confidentiality and assist with the supervision and development of junior staff
* Cover Team Manager's and/or other administrator's portfolios in absence of holiday/sickness
* Observe CDD at all times and record time on the Company's time recording system
* Achieve financial targets as determined by management

Requirements:

* Proven experience in trust and company administration, financial services, or legal services environment
* Studying or qualified in CGI (ICSA) or equivalent professional qualifications
* Proactive and forward-thinking with the ability to use initiative
* Excellent communication skills and ability to assist with supervision and development of junior staff

About Hawksford:

Hawksford is a leading provider of corporate and private wealth services. We are committed to delivering exceptional client service and building long-term relationships.

If you are a motivated and experienced professional looking for a new challenge, please submit your application.

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