Senior Administrator/ Assistant Manager

Key Responsibilities

• 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.

Skills, Knowledge & Expertise

• 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.