Senior Associate - Private Clients

Job Description

Main Responsibilities

• To administer a portfolio of trusts, companies and other entities by carrying out day-to-day administration including corporate work, organising board meetings, preparing board packs, attending board meeting and drafting of minutes. 
• Ensure all activities fall within the guidelines/stipulations of the statutory or governing documents. Ensure compliance with all relevant regulations, laws, guidelines, including internal policies and procedures. 
• To ensure an awareness and understanding of local regulatory requirements. 
• Keeping the statutory files and records on the information system up to date. 
• To take responsibility for being the immediate point of contact in client relationships. Ensure all transactions pertaining to the management of the clients’ affairs are executed promptly and efficiently. 
• Deal with authorities, banks, auditors and other service providers. 
• To manage the billing process of portfolio, reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the Senior Officer/ Manager prior to processing. 
• Ensure that a tight control is maintained over the value and length of aged debts. 
• Carry out any function/activity required by Senior Officer from time to time. 
• Escalating any issues/risks arising promptly to the Manager or Director where appropriate. 
• Coaching and training junior staffs. 

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Qualifications

• Educated to degree level
• Someone with at least 5 years experience

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.