Administration - Clerical
Executive - Management
Overall responsibility for the day-to-day administration of a defined portfolio of clients comprising of a mixture of Trusts and Companies formed or registered in various jurisdictions. Handling all tasks assigned to them by their supervisors and the all aspects of corporate administration of a designated portfolio. Which include, amongst others, dealing with all statutory, banking, correspondence, legal and fiduciary obligations that arise for the clients and their structures. To actively seek ways to drive growth, positive change and improvement and to be a proponent of the firm’s values.
The Client Relationship Manager will report directly to the Client Services Manager/Senior Manager.
Duties will include
Achieving and monitoring of personal, (where applicable) the Administrators' under their responsibility and team performance targets to include absolute value of fees generated, activity fees generated, fee recovery and collections, client portfolio movements, generation of business opportunities, compliance company policies and procedures amongst others.
Guidance, coaching and mentoring of team members.
Must know which clients they (and where applicable the Administrators under their supervision) have responsibility for, which entities they administer and ensure that in cases where clients are re-allocated from other staff, they get to know them as soon as possible.
To be the point of contact of all clients under their (and where applicable the Administrators' under their supervision) responsibility and represent Trident in all matters but also should be compliant with all relative Legislations i.e. Company Law, AML Law, ASP Law and GDPR Law and protect both the clients and Trident.
Building networks with current client contacts and offering new ideas for protecting, strengthening and growing relationships.
Be able to promote the services of Trident and TT Group to their clients and be proactive in identifying opportunities through their interaction and meetings with their clients.
In respect of all clients under their responsibility to assume accountability and responsibility for a client’s overall experience with Trident i.e. even if client matters are handled by another department or outsourced by Trident to an external party, they must remain aware of the interaction and ensure they are kept up to date with the progression of each of their clients’ tasks.
Reviewing all information held on a client prior to asking a client to send information that may be already held on file. Also, all decisions / actions should only be taken after establishing the full picture and understanding of a client and their structure.
Manage their and (where applicable - the Administrators' under their responsibility) workload sufficiently to ensure all deadlines are met and requests are handled within the standard TCYP timeframes. In cases of absences or extraordinary volume of work or requests, they must be ready to step in to assist other team members and/or ensure backup is in place and there is good teamwork between themselves and other team members.
Must ensure they have good relations / cooperation with all members of the same team as well as all Departments within Trident as well as other offices within TT Group where applicable. Whenever challenges arise either for a Banking, Compliance, Accounting or Legal matter for example, they must be able to take ownership, discuss the case with colleagues and find an amicable solution for the client.
Actively learn about clients’ business, culture, industry and issues (and their interplay) to identify potential opportunities.
Developing a good understanding of how commercial and regulatory issues affect the needs of clients.
Monitoring business press regularly to identify potential opportunities (or challenges) for the client team, or specific clients.
Working with other members of the Client Services Department and the BD team to use technical expertise and thought leadership to develop business opportunities.
15. Working with other members of the Client Services Department and the finance team, to monitor, report and influence effective management of fee arrangements, invoices and collections.
16. To report significant cases, issues, trends and changes with respect to their portfolio of clients and (as applicable) the Administrators under their responsibility, where possible with providing recommendations for actions
17.Working together with colleagues within the same team regarding all aspects of the day-to day administration of a portfolio. Assisting (where applicable) the Administrators under their supervision) the team in general with more complex and technical administration.
18.Taking responsibility for the preparation of documents relating to company secretarial transactions e.g. minutes, share certificates, DOT’s, Registry Forms etc.
19.Ensuring documents prepared are executed by relevant parties in a timely manner and processed accordingly.
20.Identifying tasks that fall under the responsibility of other internal departments and communicating efficiently with the relevant parties to ensure the tasks are completed.
21.Achieve sufficient mastery of Viewpoint Administrator and Document Manager modules and how to use these efficiently as prescribed by internal guidelines and procedures e.g. to update corporate files, access and save documents and correspondence, and generate relevant documents and reports.
22.Achieve a basic knowledge of Viewpoint Billing module to be able to interpret data displayed.
Skills & Knowledge
Proven ability to manage a portfolio of clients
(where applicable) Ability to supervise and manage team members
Competent understanding of Trust and Company Law
Good understanding of Anti-Money Laundering and KYC principles
Good understanding of Data Protection principles
Common sense, proactiveness and good use of initiative.
Strong communication skills, both verbal and written.
Key attributes to include Responsiveness, Reliability, Attention to Detail and Personal service.
Conscientious positive outlook and willingness to learn/increase knowledge and expand skill set.