Assistant Administrator

Purpose of the job 

To provide support and assistance in the day-to-day administration of a varied portfolio of Employee Benefit Trust (EBT) structures, and to maintain and develop a wide knowledge and understanding of employee share plan administration generally, to include anti-money laundering, compliance and relevant legislation.  

Main responsibilities 

• To provide assistance with day-to-day administration tasks associated with a portfolio of clients and to assist other team members clients where required. 

• To increase understanding of the mechanics of trust and share plan administration, and the main identifying features of EBT work. To develop understanding of more complex money laundering and regulatory issues. 

• To manage workload and client priorities, and ensure workload is completed to a standard acceptable to the Senior Client Manager and Associate Director, and within agreed timescales. To achieve objectives set both by senior members of staff and during the appraisal process. 

• To develop business like relationships with intermediaries and clients with whom the post holder comes in to regular contact, and to demonstrate a willingness to apply high standards of client care to all dealings with intermediaries or clients. To gain an understanding of Know Your Client (KYC) policies and procedures in order to ensure absolute compliance with KYC procedures in order to maintain knowledge of the client business. 

• To give open and constructive feedback on delegated tasks, and build relationships with other team members.  

• To ensure the achievement of a minimum of 25 hours per year relevant Continued Professional Development (CPD) (a maximum of 5 hours of which may be relevant reading). CPD is a compulsory requirement for all trust company business employees. 

• And any other such duties that might be reasonably required for this role.