Ogier

Administration

• Manage formation and ongoing administration of corporate and private wealth fiduciary services for a portfolio of clients and related entities
• Work closely with the Director and other managers in the team
• Provide dedicated support and transactional management to clients, including organising and attending client meetings, drafting minutes and resolutions
• Attend to statutory filings in accordance with applicable deadlines and maintain statutory records
• Coordinate timely signing of documentation
• Process bank payments, reconcile payment logs and approvals
• Produce and circulate invoices, manage fee collection and chase debtors
• Support the Ogier Best Way ethos through rigorous process analysis to drive alignment and consistency
• Identify and contribute to process improvements, policies, procedures and service innovation to improve client experience
• Monitor WIP and billing and undertake fee reviews where necessary
• Maintain absolute devotion to data integrity and utilise systems to drive efficiency and client service
• Ensure compliance with applicable laws, regulations and internal policies including anti-money laundering and client due diligence
• Undertake project work and initiatives as required by the direct Manager

Senior Administrator - Private Wealth / Corporate Services