Job Description
Job Summary
Responsible for administering a portfolio of client companies and trusts, ensuring all work is completed accurately, professionally and in accordance with regulatory requirements. Supporting the Client Portfolio Manager, supervising administrative workloads and maintaining strong client relationships.
Key Responsibilities
Manage the day-to-day administration of client companies and trusts.
Respond to existing and new client enquiries, providing support and quotations where required.
Ensure compliance with AML, KYC and due diligence requirements.
Incorporate companies, establish trusts and prepare all related documentation.
Maintain statutory records, prepare annual returns, AGM documentation and company resolutions.
Process changes to company structures, including director appointments, share transfers and company name changes.
Open and administer client bank accounts and process banking instructions.
Review contracts and agreements, preparing supporting minutes and resolutions.
Monitor filing, tax and compliance deadlines to ensure obligations are met.
Prepare client documentation, including Powers of Attorney, Certificates of Good Standing and legalised documents.
Maintain accurate client records, billing information and time recording systems.
Liaise with clients, regulators, financial institutions and internal departments to deliver an efficient, professional service.
Maintain up-to-date knowledge of company procedures, corporate services and regulatory requirements.
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Salary Negotiable
