Job Purpose
As a Junior Trust and Corporate Administrator, you will be responsible for supporting the trust and corporate services team in the administration of client accounts. You will be responsible for ensuring compliance with regulatory requirements, maintaining accurate records, and providing high-quality customer service to clients.
Main duties
- Assist in the administration of trust and corporate client accounts, including the preparation of account opening and closing documents, maintaining client records, and processing transactions.
- Ensure compliance with regulatory requirements related to trust and corporate administration.
- Provide high-quality customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
- Collaborate with other departments and stakeholders to ensure trust and corporate administration processes are aligned with overall organizational goals.
- Assist in the preparation of trust and corporate reports and presentations.
- Participate in training and professional development activities to stay up-to-date on industry trends and regulatory requirements.
- Provide admin assistance to a Senior Administrator
- Liaise with external parties such as bankers, auditors, lawyers and regulatory bodies and related authorities for permits and licences
- Maintaining proper and complete file for each client (physical file and OVP)
- Daily and effective input on timesheet or any time management system & Ensure that the required information are uploaded and updated on the relevant internal systems in place & monitor the debtors list
- Any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.
Qualification, Experience and Skills
- Bachelor’s degree in finance, accounting, or related field.
- Minimum of 1 year of experience in trust and corporate administration.
- Strong attention to detail and organizational skills.
- Excellent written and verbal communication skills.
- Ability to work collaboratively with other departments and stakeholders.
- Highly organized, detail-oriented, and able to work under pressure.
- Proficiency with Microsoft Office Suite and other relevant software.
- Knowledge of trust and corporate administration software and systems preferred.
