Senior Administrator - Client Services | Jobs at Bolt Talent Solutions

Purpose Of Job

Responsible for the administration of a portfolio of clients in accordance with Company procedures.

Main Responsibilities and Duties

Ensure the management and delivery of client administrative services to a portfolio of trusts, companies and foundations.
Maintain a detailed and accurate record of all client structures within the portfolio.
Ensure a quick turnaround time when liaising with clients.
Review draft financial statements and resolve any outstanding points within the set deadlines.
Attend client meetings when required and prepare relevant meeting material.
Ensure that internal procedures and controls are properly followed.
Ensure compliance at all times with respect to relevant legal and regulatory framework.
Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation.
Ensure tasks are being cleared consistently and as per set plan.
Adhere to the company core values and expected behaviours.
Any other duties as deemed necessary by Management.

Essential Requirements

At least 4/5 years working experience in the sector.
Holder of University degree in a relevant discipline.
Candidates currently studying relevant professional courses (e.g. ICSA or STEP) would be preferred.
Excellent written and communication skills.
Good client relationship, teamwork and organizational skills.

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