信任与公司管理员
Trust & Company Administrator
职位职责：
信托管理员将通过完成受托人和公司日常管理，协助团队实现目标，以确保时间利用效率并维护客户记录。
ATA/TA 将以管理客户组合为荣，并应了解这些客户的事务。在主管或经理的指导和支持下，将区分不同文件，包括信件、会计记录、重要和永久性文件，根据每个案件的需要进行管理。这还包括起草会议纪要和信函，维护客户尽职调查，并确保客户资金始终得到有效和高效的管理，所有财务交易都以最高的准确性和细节关注进行。
ATA/TA 将确保所管理的公司和信托满足其法定义务和要求，为此需要对相关法律、命令和法规有良好的理解。
主要职责：
- 按照公司风格准备信函（电子邮件、文件备注/备忘录和信件），在适当情况下确保经过四眼审核，如涉及对公司具有约束力的内容。
- 根据需要为信托和公司准备会议纪要。
- 能够自信地接听和处理外部电话，记录信息并转达给相关人员。
- 理解信托管理的基本原理和基本技术，以及簿记和记录保存方法。
- 审核银行对账单，确保已准备付款申请表和收入资金表。
- 在主管的适当指导下，确保所有客户资产被正确识别并根据受托人或公司的全部控制权和裁量权进行分配。
- 具备良好的客户产品和流程知识，能够处理基本查询，并在非标准查询的情况下向上级汇报。
技能、知识和素质：
- 愿意获得或持有符合第5表或信托和公司业务操作准则的适当专业资格，以成为C类员工。
- 能够展示良好的人际沟通和关系处理能力，包括口头和书面表达。
查看英文原文
Job Purpose:
The Trust Administrator will assist the team by completing the day to day administration of Trusts and Companies in respect of those entities assigned or as required to them, in order to meet objectives with respect to time utilisation by the maintenance of clients' records.
The ATA / TA will take pride to fulfil the role by administering a portfolio of clients and will be expected to know the affairs of those clients. With guidance and support from their supervisor or manager, will maintain the files differentiating between correspondence, accounting records, important and permanent documents as required for each of their cases. This will also include drafting of minutes and correspondence, maintain client due diligence and ensuring that client funds are at all times managed effectively and efficiently and that financial transactions are undertaken with the utmost attention to accuracy and detail.
The ATA / TA will ensure Companies and Trusts under administration are meeting their statutory obligations and requirements by having a good understanding of all relevant laws, orders and regulations in force governing that type of business.
Summary of responsibilities:
- To prepare correspondence (emails, file notes/memos and letters) in accordance with house style, ensuring 4 eyes review where appropriate and if binding the Company.
- To prepare minutes for both Trusts and Companies as required.
- To be able to answer and handle external telephone calls with confidence, take messages and pass them on to relevant personnel.
- To understand the fundamentals and basic techniques of trust administration, book-keeping and record keeping.
- To review bank statements to ensure Payment Requisition Forms and Incoming Funds Forms have been prepared.
- With appropriate guidance from your supervisor, to ensure all client assets are correctly identified and allocated under the full control and discretion of the Trustees or Company as relevant.
- To possess a good knowledge of customer products and processes to deal with basic queries, referring upwards as appropriate in relation to non-standard queries.
Skills, knowledge and attributes:
- To be willing to embark on or hold an appropriate professional qualification in accordance with table 5 or the Trust and Company Business Codes of Practice to qualify as a Category C employee.
- Ability to demonstrate good inter-personal communication and relationship skills, both orally and in the written word.
- Ability to work in a team is essential as well as being pro-active in assisting with process streamlining and improvements.
- Good clerical and business acumen skills to be able to undertake all duties with integrity and diligence.
Ability to demonstrate a good knowledge of offshore financial services and the regulatory environment.
Originally posted on Himalayas