About Forward Group
Forward Group is an owner-managed fiduciary business providing bespoke relationship-led solutions to private and institutional clients. The Company aspires to work with global law firms, accountancy firms, multinational corporations, financial institutions, high net worth individuals and family offices.
We pride ourselves on putting the needs of our clients first by working with them and their advisers to meet their long-term aspirations and objectives. We believe that communication is key to every client relationship. To achieve this, Forward Group operates a director-led business model ensuring the highest level of client service through experience, commitment and attention to detail.
Overall Job Purpose
- This is a position requiring an ability to complete administrative tasks to a consistently high standard, within agreed timescales.
- The individual will have demonstrated an enthusiasm to develop their understanding of company and trust administration, offshore products, services, legislation and regulatory issues.
- They will be seeking to expand their knowledge by means of formal study and on-the-job learning.
Key Responsibilities
- Administer a varied portfolio, taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevant legislation.
- Manage client relationships; attend meetings as appropriate, including all preparation as necessary.
- Ensure minutes and resolutions for entities under management (companies, trusts, foundations etc.) are prepared as required.
- Ensure statutory database/registers are maintained and up to date.
- Prepare correspondence in accordance with the firm’s procedures.
- Ensure all client requests and correspondence are dealt with in a prompt, professional and efficient manner.
- Ensure workloads are completed to a standard acceptable to the Senior Client Manager and within agreed timescales.
- Complete client take-on documentation prior to commencing administration and liaise with relevant contacts on hand-over of new clients.
- Provide open and constructive feedback on allocated tasks and build relationships with other team members.
- Provide general assistance with various projects as requested.
- Achieve objectives set by senior members of staff and during the appraisal process.
- Be efficient with your knowledge and understanding of Know Your Client (KYC) policy and procedures to ensure absolute compliance and maintain knowledge of the client business.
- Provide open and constructive feedback on allocated tasks and build relationships with other team members.
People & Team
- Professional manner, demonstrating good interpersonal skills and ability to respond to client needs.
- Demonstrate a willingness to get involved in team issues and events.
- Ensure adherence to Forward Group values and operating terms of reference.
Financials
- Record time accurately and within deadlines.
- Meet productivity targets and input timesheets daily.
Skills & Expertise
- Good organisational and time management skills applied to a fundamental knowledge of the mechanics of company and trust administration.
- Ability to take responsibility for the completion of work within the engagement while staying alert to potential issues requiring disclosure to the Senior Client Manager.
- High level of diligence and care in all aspects of the job, with a willingness to check understanding of delegated tasks through questioning.
- An interest in financial services and a genuine desire to learn how these can be used as tools for adding value to clients’ business.
- Positive attitude, demonstrating enthusiasm and the desire to take on responsibility.
- Ability to manage own workload and priorities, working to deadlines agreed with the Senior Client Manager.
- Produce work with a high level of accuracy and attention to detail.
- Situational understanding of role requirements and ability to find solutions or more efficient ways of working within parameters.
- Ability to work effectively in a team.
- Experience with PlainSail an advantage.
Summary
This is an exciting opportunity to be part of the Administration team at Forward. The ideal candidate will have 5–7 years’ experience and be a good team player. The successful candidate will be forward-thinking, understand and truly believe in our core values. We are a growing business and need people ready to grow with it, and ready and willing to embrace change where needed.