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TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success
Are you a detail-oriented professional with a passion for delivering exceptional service to high-net-worth individuals and families? We are seeking a Senior Administrator to join our dynamic Private Clients and Family Office team. This is a unique opportunity to work with prestigious clients, contribute to a high-performing team, and grow your career in a global organisation that values integrity, collaboration, and excellence.
- Assist the Line Manager with the ongoing management of the team and act as the first point of contact for more junior members of staff and cover whilst the Line Manager is out of the office.
- Identify and raise technical issues and potential problems with Line Manager
- Undertake a variety of banking, investment and financial transactions within the limits of the role holder’s authority
- Attend client meetings and prepare clear and concise meeting notes
- Provide technical assistance to the administrators within the team
- Meet productivity targets and input timesheet daily
- Control debtors to the level determined by Line Manager
- Be able to demonstrate and awareness of risk management
- Meet CPD target
- Develop existing client/intermediary relationships including seeking opportunities for cross-selling TMF Group products and services
- Strives for high standards of delivery to clients
- Category “B” signatory.
- Has a strong understanding of processes needed to undertake role successfully
- Makes informed judgements and decisions based on practice and precedent; Decisions will be made within defined limits of authority
- Has a basic understanding of the TMF Groups' service lines and how TMF is structured. Understands and applies control and risk and governance frameworks consistently
- Is mindful of the TMF values
- May have supervisory responsibilities for work carried out by members of the immediate team
- Organises the use of resources to meet expectations and identifies difficulties
- Reviews non-complex work undertaken by more junior team members
- Will take advantage of learning opportunities to meet needs of current job
- Minimum of 36 months’ experience within the Trust/Corporate industry
- Studying towards a relevant “Table 4” professional qualification as defined by the JFSC.
- Good time management skills and inter-personal skills.
- Interprets instruction accurately
- Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook).
- Fluent in both written and spoken English
The primary focus of the role will be:
- Helps to meet client expectations
- Communicates information in a clear and concise manner (verbal and written work) to both internal and external stakeholders
- Identify difficult situations that may be arising and inform line management of potential issue
- Takes ownership of particular client work to ensure a consistent level of service
- Listen actively whilst understanding what relevant questions they should ask and respectfully taking into account global and cultural differences
- Makes it a priority to be accessible and responsive to customers
- Build rapport with clients and use body language and voice techniques effectively
- Evaluates and reports back on client service levels
- Helps to meet client expectations
- Communicates information in a clear and concise manner (verbal and written work) to both internal and external stakeholders
- Identify difficult situations that may be arising and inform line management of potential issue
- Takes ownership of particular client work to ensure a consistent level of service
- Listen actively whilst understanding what relevant questions they should ask and respectfully taking into account global and cultural differences
- Makes it a priority to be accessible and responsive to customers
- Build rapport with clients and use body language and voice techniques effectively
- Evaluates and reports back on client service levels
- Helps to meet client expectations
- Communicates information in a clear and concise manner (verbal and written work) to both internal and external stakeholders
- Identify difficult situations that may be arising and inform line management of potential issue
- Takes ownership of particular client work to ensure a consistent level of service
- Listen actively whilst understanding what relevant questions they should ask and respectfully taking into account global and cultural differences
- Makes it a priority to be accessible and responsive to customers
- Build rapport with clients and use body language and voice techniques effectively
- Evaluates and reports back on client service levels
- Helps to meet client expectations
- Communicates information in a clear and concise manner (verbal and written work) to both internal and external stakeholders
- Identify difficult situations that may be arising and inform line management of potential issue
- Takes ownership of particular client work to ensure a consistent level of service
- Listen actively whilst understanding what relevant questions they should ask and respectfully taking into account global and cultural differences
- Makes it a priority to be accessible and responsive to customers
- Build rapport with clients and use body language and voice techniques effectively
- Evaluates and reports back on client service levels
- AXA Private Medical Insurance for employees and dependents
- BUPA Dental Insurance (opt-in)
- 10% Non-Contributory Pension Scheme, or the option to split 5% into savings and 5% into pension
- PHI, Critical Illness, and Life Insurance coverage
- Generous Holiday Allowance, increasing with length of service
- Wellbeing Initiatives, including up to £300 annually for gym memberships and wellness activities
- Active Social Committee with monthly events and team-building activities