Client Administrator – TCSP/Fiduciary Services

Job Description

Role Description
Administrator in the Client Administration Team and promote the Values and Objectives of the Company.

Support the members of the team with the day-to-day operations.

To demonstrate and encourage exceptional customer service and positive inter working across peer teams and departments.

Ensure that Company procedures are followed, and risk is identified and escalated.

Promote a positive working environment, performance and standards, working collaboratively with peers.

Responsibilities and Duties

Client Management and Reporting
• Provide administrative support to client entities and team portfolio with the team Manager, reporting to the team Client Administrator, Senior Administrator (if applicable) and Assistant Manager/Manager.
• Support and provide structure for the time management of tasks and the use of diary/reminder/calendar system, in accordance with the department procedure.
• Assist with the transfer in of new business to the team, coordinating in with the relevant internal departments.
• Assist with the handover of new business to the team, coordinating in with the relevant internal departments.
• Ensure that all key client deadlines (including any deadlines which you may not be directly responsible for) in respect of client entities within your department are met.
• Responsibility to prioritise regulatory deadlines.
• Ensure CSP obligations are met for all clients within team portfolio. Continual review of governance procedures to ensure continuation of high standards

Risk and Compliance Management
• Continuous risk assessment of workloads of direct reports
• Ensure that Company procedures are followed – such as client reviews, SAR submissions, and onboarding; this is not an exhaustive list and covers all of the Company procedures.
• Ensuring that matters of risk / concern are raised in a timely manner in accordance with the Company procedures.
• Responsibility for prioritising regulatory deadlines such as GSC returns.

Communication
• Encourage collaborative working with all internal departments.
• Attend and take an active role in team meetings.
• Encourage cross team and department working and information sharing.