Global Client Administration Specialist

Searchandselect; Douglas; Presencial; GBP 23 000 - 32 000; Tempo integral

Resumo da oferta

Searchandselect is seeking a Client Administrator to join their team. You will support Private Wealth and Corporate clients with administrative and operational tasks across jurisdictions, including document management, record maintenance, and coordination with global offices.

Responsibilities include preparing checklists, handling trust/corporate activities, and ensuring accurate data in NAVOne and Laserfiche, with strong attention to detail and excellent communication skills.

Qualificações

• Administrative, business or financial-services qualification is advantageous but not essential.
• Experience in trust, corporate, fiduciary, financial or professional services administration/operations.
• Experience supporting trust and/or corporate administration in a regulated environment is desirable.
• Strong attention to detail with a methodical approach to checklists, data entry, filing and record maintenance.
• Good organisational and prioritisation skills and ability to manage recurring tasks and deadlines.
• Excellent communication skills, both verbal and written, due to ongoing engagement with global offices.

Responsabilidades

• Prepare distribution, payment, dividend, onboarding and closure checklists and collate supporting documents.
• Prepare trigger events and routine admin documentation for trust and corporate activities.
• Prepare emails and letters for aged debts, ROQ requests, Economic Substance Forms, and expired KYC requirements.
• Collate and populate client/entity data in NAVOne and maintain records.
• Support pre-review and periodic file reviews by collecting documents and updating records.

Conhecimentos

Trust admin

Corporate admin

Data entry

Record maintenance

Microsoft 365

NAVOne

Laserfiche

Communication

Attention to detail

Formação académica

Administrative qualification

Ferramentas

NAVOne

Laserfiche

Microsoft 365

Descrição da oferta de emprego

Searchandselect is seeking a Client Administrator to join their team. You will support Private Wealth and Corporate clients with administrative and operational tasks across jurisdictions, including document management, record maintenance, and coordination with global offices.

Responsibilities include preparing checklists, handling trust/corporate activities, and ensuring accurate data in NAVOne and Laserfiche, with strong attention to detail and excellent communication skills.