ROLE OVERVIEW
TEAM OVERVIEW
This administrator
will report into the Assistant Manager within the Corporate Trustee and Client
Relationship Team. The team deals with all aspects of the administration relating
to Corporate Trusts, including (but not limited to) International Pension
Plans, Employee Benefit Trusts, Share Plans and Deferred Compensation Plans.
PURPOSE OF
JOB
The post holder will be responsible for the efficient and timely processing of:
- Periodic Trust Reviews;
- Trust AML and risk based reviews;
- Assisting with the preparation of Trustee Minutes;
- Arranging investment switches;
- Preparing payments;
- Assisting with Share Plan transactions, such as award exercises;
- Assisting with review of accounts/approved fund ranges;
The team is client facing and the candidate will assist servicing clients, preparing the above tasks for review by the team’s client service manager.
MAIN RESPONSIBILITIES AND
DUTIES
- Preparing Minutes to formalise Trustee decisions;
- Assisting with receipt of regular Trust contributions;
- Arranging invoice settlement;
- Arranging investment switches;
- AML and risk reviews for new and current business;
- Approved fund range review;
- Assisting with Trustee review of accounts;
- Collaboration with internal teams to service clients;
- External communication with members and clients;
- Supporting and mentoring new team members when required,
- Reducing risk of error by following set procedures,
- Ensuring careful consideration is given to all communications made externally - standard JTC format to be applied,
- Ensuring all work is completed in a timely manner and is accurate
- Taking part in ad-hoc project work and new client take on — any project deadline will need to be met along with daily workloads,
- Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation,
- Adhere to JTC core values and expected behaviours, and;
- Any other duties as deemed necessary by Management.
ESSENTIAL REQUIREMENTS
- Educated to A-level standard or equivalent
- Excellent telephone skills
- Ability to work to tight deadlines and under pressure
- High level of accuracy and attention to details
- Administration experience desirable
Key Relationships
Internal
- All employees across JTC
External
- Own and team clients.
- Other industry professionals such as lawyers, fund promoters/investment advisers, intermediaries (including stock brokers, listing sponsors and registrars) and outsourcing partners.
- External auditors for own and team clients.