We think that our open and progressive work environment is something to shout about, and we're always looking for talented people who are looking for a platform to build a career. Our latest opportunity is for a Senior administrator/Assistant Manager to join our Private Wealth department, and be part of our growing team.
Under the supervision of a senior team member the successful candidate will be expected to work independently, acting as the primary day to day contact to deliver a range of administration services to a varied portfolio of clients and related entities.
If you are passionate about expanding your professional horizons in a dynamic and supportive environment, we would love for you to be a part of our team.
Manage the formation and administration of a varied portfolio of Private Wealth entities, including trusts, foundations, and related structures, in line with client and regulatory requirements.
Liaise effectively with clients and third parties (such as lawyers, auditors, bankers and investment managers) to ensure successful administration of client affairs.
Oversee transaction management, including organising and attending client meetings, drafting a range of minutes and trustee/board resolutions, attending to statutory filings within deadlines, maintaining statutory records, and coordinating timely execution of documents.
Process and approve bank payments, reconcile payment logs, and ensure accurate record-keeping.
Manage invoicing processes, including the production and circulation of invoices, fee collection and managing debtor positions.
Monitor WIP and billing, ensure fee agreements are adhered to, and undertake fee reviews where necessary.
Absolute commitment to data integrity in all activities, with particular focus on utilising systems (including Viewpoint) to drive efficiency and improve client service.
Supervise and mentor Trainee Administrators and Administrators, providing feedback, supporting their training and identifying any additional development needs in conjunction with your direct manager.
Support the 'Ogier Best Way' ethos within the team by contributing to process consistency, analysing practices, and driving alignment and efficiency.
Contribute to business improvement by identifying enhancements to systems, processes, policies, and service delivery.
Ensure compliance at all times with applicable laws, regulations, and internal policies and procedures—especially those relating to anti-money laundering, countering the financing of terrorism, client due diligence, reporting suspicious activity, and data/record management.
Undertake project work or other initiatives as required.
4–6 years’ relevant experience in the finance industry is preferred, within Private Wealth or trust and fiduciary administration.
Strong academic background; Bachelor’s degree or equivalent preferred.
Working towards or holding a relevant professional qualification such as STEP or ICSA.
Excellent written and verbal communication skills.
Strong working knowledge of Viewpoint would be an advantage.
Proficient in the use of Microsoft Office (Outlook, Word, Excel, PowerPoint).
Good knowledge of applicable statutory laws and relevant regulatory requirements, including anti-money laundering regulations.
Demonstrates responsiveness, client focus, strong organisational skills, and meticulous attention to detail.
Ability to work independently, use own initiative, and deliver results within deadlines.
Proven capability to mentor and support junior team members, fostering professional growth.
Dedicated to achieving excellence for self, team and clients.