At a Glance
- Tasks: Administer client entities and ensure timely responses to enquiries.
- Company: Join a professional team in a dynamic corporate environment.
- Benefits: Competitive salary, career development, and supportive team culture.
- Other info: Opportunity for growth and learning in a fast-paced setting.
- Why this job: Make a real impact by managing diverse client portfolios.
- Qualifications: 2-5+ years experience in Company and Trust administration.
The predicted salary is between 30000 - 40000 £ per year.
Our client seeks a Company & Trust Administrator to join their team.
Role Profile
Reporting to the Client Portfolio Manager, you will have a minimum of 2-5+ years' experience in Company and Trust.
Key Responsibilities
- Administer a portfolio of client entities to a high professional standard.
- Work with all members of your team and the other departments within the organisation to ensure that all clients' requests are dealt with in a timely and professional manner.
- Provide general support and assistance to the Client Portfolio Manager.
- Respond to existing client enquiries and provide quotes for specific work requested as and when required.
- Respond to new client enquiries in the absence of the New Business Assistant or when deemed appropriate to do so.
- Develop and maintain awareness of due diligence requirements and anti-money laundering provisions within the organisation and ensure proper compliance with the same.
- Submit applications to the Companies Registry or request agent to apply for name approval and reserve names, as appropriate, in all jurisdictions.
- Arrange the incorporation of companies in all jurisdictions and the establishment of trusts.
- Liaise with the Business Development Team with regard to the ongoing administration of companies and trusts sold to new clients.
- Receive, review and sign off the New Company Checklist following preparation of the transfer documents.
- Prepare and/or obtain Powers of Attorney, Certificates of Good Standing, Certificates of Incumbency, certified and/or legalised documents, additional resolutions and any other documentation requested by clients.
- Attend to the preparation and filing of Annual Returns and the preparation of AGM minutes for relevant jurisdictions.
- Monitor and remind clients of deadlines for the filing of Annual Returns and the payment of taxes in all jurisdictions to ensure that penalties are not unnecessarily incurred.
- Act as a 'B' signatory on client company/trust bank accounts and ensure same are operated in accordance with policy.
- Keep cash sheets on all controlled accounts where appropriate. Ensure that all bank account details are entered on ViewPoint.
- Review all contracts and agreements for signature and provide a summary of its content to the signing director(s) or trustee.
- Open files for correspondence, statutory documents, bank related items and clients as and when necessary. Follow the correct procedure and arrange for the proper closure and archiving of files as necessary.
- Arrange company searches in any offshore jurisdiction for existing clients.
- Prepare normal invoices for any special or fixed fees agreed with clients.
- Ensure that all records are kept up to date for all clients and companies on both the ViewPoint Administrator and ViewPoint Billing systems.
- Maintain awareness of the organisation's general systems and procedures on an ongoing basis.
- Develop and maintain knowledge of the corporate products, services and fees offered to clients.
Company & Trust Administrator in Douglas employer: Search-Select LTD
Join a dynamic and supportive team as a Company & Trust Administrator, where your expertise will be valued and your professional growth encouraged. Our client offers a collaborative work culture that prioritises employee development, providing opportunities for continuous learning and advancement in the field of company and trust administration. Located in a vibrant area, this role not only promises meaningful work but also a chance to thrive in an environment that champions excellence and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Company & Trust Administrator in Douglas
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Search-Select LTD. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Company & Trust Administrator in Douglas
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Search-Select LTD.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Search-Select LTD's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Search-Select LTD
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Search-Select LTD.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Search-Select LTD will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Search-Select LTD employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
