Administrator Support – Trust & Corporate
LC Abelheim · Cascavelle
Job description
About the role
The Administrator Support role provides day‑to‑day assistance to administrators managing a portfolio of client companies and trust structures. You will ensure accurate documentation, facilitate account set‑up, and support various operational tasks while maintaining strict confidentiality.
Key responsibilities
- Create CDD and physical client files and folders for individuals and entities.
- Conduct screening on contracting parties, existing clients and ongoing transactions, updating false‑positive logs.
- Open client bank accounts and investment brokerage accounts; amend signatories as required.
- Process day‑to‑day client payments, prepare transfer instructions and ensure signed packs are saved promptly.
- Assist in preparing packs for client committees and filing documents in physical files.
- Support debt collection of overdue fees when requested by administrators.
- Help with transfer out of entities, including scanning and copying files after paperwork completion.
- Provide cover for Front Desk support as needed.
- Participate in project‑related tasks and other duties assigned by the Manager or Board.
- Assist with statutory filings with local authorities (ROC, FSC, MRA) and respond to internal communications within one business day.
Required profile
- Demonstrates the highest standards of confidentiality and adheres to company policies and employee handbook.
- Able to respond to internal communications within one business day and manage ad‑hoc assignments.
- Maintains awareness of relevant financial, legal and regulatory changes.
- Works collaboratively with administrators, client executives and other team members.
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Published 1 week ago
Expires 1 month from now
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LC Abelheim
Cascavelle