A vacancy has arisen for an experienced administrator within a specialised team who are responsible for the efficient and timely processing of closing client structures.

It is one of the objectives of the team, to take over the administration of all closing structures within private clients, which the successful post holder will help achieve.

RESPONSIBILITIES

• Liaise with Client Relationship Teams to take over the administration of closing client structures
• Carry out all required client handling work to close structures
• Keep entity closure checklists up to date on the closure database
• Assess outstanding work and prepare closure fee quotes
• Liaise with directors every six months to review their portfolios and identify additional closures to be take over
• Delegate and check work given to other team members
• Receive correspondence and ensure action is taken
• Liaise with clients, advisors and intermediaries on various issues

SKILLS

• Experienced trust and company administrator, who understands the legislation in various jurisdictions, which relates to the closure process for trusts and companies and is familiar with the related documentation
• Is able to anticipate potential tax issues and recognises when to seek expert advice
• Is able to undertake standard calculations to generate accurate bookkeeping entries and is able to critically review prepared accounts and identify amendments required
• Demonstrates good listening and questioning skills
• Shows high degree of care to ensure work is accurate first time