Job Objective
Company and Trust administration, managing the diverse needs of private clients with focus on commerciality, effective service, quality, productivity and efficiency
Key Responsibilities
- Administrative Support to Line Manager
- Assisting teams with execution of transactions on behalf of client companies/trusts
- Preparation of draft correspondence to clients
- Ensuring that statutory records are accurate and full audit trails maintained
- Dealing with ad hoc requests from clients as agreed with Line Manager
- Preparation of payment instructions, monitoring execution of the instructions and book-keeping
- Company secretarial filings
- Preparation of minutes and ancillary documents for review by Line Manager
- Production and submission of statutory returns
- Maintenance of client data within the company/trust software package, scanning and hard copy filing
- Assist with client billing process
- Daily prioritisation of tasks with Line Manager
- Daily time recording
Key Competencies
- Numerate
- Literate
- Computer literate
- Able to interact effectively with clients/peers at all levels
Key Interfaces
- Management
- Peer group within the Division
- Other STM Divisions
- Clients
- Banks
- Investment, Legal and Tax Advisers
- Government offices
- Company Agents
Knowledge and Skills:
- Educated to GCSE level, with passes at in English and Mathematics
- Minimum of two years experience in company management
- Potential to make progress with professional studies in STEP/ICSA
- Familiar with office software packages
- Experience working in an office environment
- Attention to detail
- Ability to prioritise and work accurately to deadlines
- Presentable and outgoing in character
- Ability to work in a team
- Willingness to follow instructions and processes
- Ability to use workflows and processes and provide feedback