Administrator Support (Trust & Corporate)

Our client, an independently owned Trust company based in Black River, is looking for an Administrator Support (Trust & Corporate).

Our client, an independently owned Trust company based in Black River, is looking for an Administrator Support (Trust & Corporate).

JOB SUMMARY

To provide support and assistance to Administrators with the day-to-day administration of a portfolio of client companies and trust structures.

KEY RESPONSIBILITES  

• Create CDD and physical client files and folders for individuals and entities.
• Undertake screening on contracting parties, existing clients and ongoing transactions and updating false positive log and disregarding hits if any with the assistance of the administrator.
• Open client bank accounts and investment brokerage accounts.
• Amend signatories on existing bank accounts and investment brokerage accounts and first signature by the Client Executive.
• Process day-to-day client payments and preparing transfer instructions and ensure fully signed pack is saved on the same day.
• Assist in preparation of packs for the client committee.
• Assist with filing of documents in physical files.
• Assist with debt collection of any overdue fees as and when requested by administrators.
• Assist with completion of transfer out of entities, including scanning and making a copy of the files, following completion of paperwork by administrators / client executives.
• Help the Front Desk support in terms of cover as needed.
• Participate in project related tasks and any cognate duties as assigned by the Manager or the Board.
• Assist with statutory filing with all local authorities (ROC, FSC and MRA).
• Respond to all internal communication within 1 business day.

 Overall responsibilities

• To maintain the highest standards of confidentiality as detailed in the employment agreement
• Working in line with company’s policies and procedures and ensuring consistency in service and standards.
• To assist with any ad hoc assignments as required.
• To abide with Company’s employee handbook detailing professional conduct.
• Compliance with company’s internal policies and procedures as may be amended from time to time.
• Maintain an awareness of changes to the relevant financial, legal and regulatory framework within which the company operates.
• Completing any other duties as may be required from time to time in accordance with the requirements of the role, team and evolving nature of the function.
• In all aspects of your role, display and adhere to company’s vision and values.

 KEY COMPETENCIES & SKILLS

• Experience in the financial services industry will be an advantage including exposure to administrative tasks/file & data management.
• Undergraduate degree/diploma or students enrolled for professional qualifications
• Ability to work under pressure and meet tight deadlines.
• Acute attention to detail and good time management.
• Excellent team player and willing to go the extra mile with good communication skills.
• Ability to deal with assigned tasks in a timely and proactive manner

Proactive reserves the right: 

• To call only the shortlisted candidates for interview. 
• Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.