Supervisor

• Jan 2022 - Present

Associate Supervisor

• Jun 2019 - Dec 2021

Administration of portfolio of companies and trusts

Senior Trust and Company Administrator / FSA qualified Key Staff

• Mar 2015 - May 2019

General administration of portfolio of companies and trusts Company and trust files and CDD inspection Undertaking specific projects, including CDD and compliance Opening of bank accounts Effective communication with clients Building and maintaining relationships with clients Dealing with enquiries and establishing new companies and trusts Working as a team with colleagues and senior managers Deliver targets and agreed personal and team objectives Organise myself / tasks on a day to day, weekly, monthly basis Show less

Senior Company and Trust Administrator / FSC qualified Key Staff

• Jan 2013 - Mar 2015

General administration of portfolio of companies and trusts Drafting Deeds and reviewing trust files for inspection Undertaking specific projects Opening of bank accounts Effective communication with clients Building and maintaining relationships with clients Directorship responsibilities Bank Signatory duties Working as a team with colleagues and senior managers Deliver targets and agreed personal and team objectives Organise myself / tasks on a day to day, weekly, monthly basis Show less

.

• Apr 2012 - Dec 2012

(Temporary Contract) Manager

• Oct 2011 - Apr 2012

Reviewing company and trust files for inspection General administration Undertaking specific projects Working as a team with colleagues and senior managers Organise myself / tasks on a day to day, weekly, monthly basis Reviewing company and trust files for inspection General administration Undertaking specific projects Working as a team with colleagues and senior managers Organise myself / tasks on a day to day, weekly, monthly basis

Senior Company and Trust Administrator / FSC qualified Key Staff

• Jul 2005 - Nov 2011

General administration of portfolio of companies and trusts. Directorship responsibilities for up to 100 companies. Bank Signatory duties for all accounts held. System Administrator for Viewpoint and various online banking systems. Opening of bank accounts. Effective communication with clients. Building and maintaining relationships with clients. Working as a team with colleagues and senior managers. Deliver targets and agreed personal and team objectives. Organise myself / tasks on a day to day, weekly, monthly basis. Show less

Company and Trust Administrator

• Sep 2004 - Jul 2005

General administration of a portfolio of companies and trusts, including statutory requirements. Opening of bank accounts. Bookkeeping. Building and maintaining relationships with clients. General administration of a portfolio of companies and trusts, including statutory requirements. Opening of bank accounts. Bookkeeping. Building and maintaining relationships with clients.

Company and Trust Administrator

• Sep 2000 - Sep 2004

Incorporation of new companies and trusts, in a variety of jurisdictions General administration of a portfolio of companies and trusts, including statutory requirements VAT administration – completion of VAT Returns Opening of bank accounts Incorporation of new companies and trusts, in a variety of jurisdictions General administration of a portfolio of companies and trusts, including statutory requirements VAT administration – completion of VAT Returns Opening of bank accounts