Administrator

Key Responsibilities

• Developing a good understanding of your client base
• Creating good working relationships with clients and other parties
• Maintaining internal trackers
• Maintaining statutory registers
• Becoming familiar with material agreements relating to your portfolio
• Cash management tasks, such as reviewing payments and incoming funds
• Preparing account opening forms
• Assisting with calls and distributions
• Assisting with quarterly billing and cash collections
• Assisting with the take-on and establishment of new clients
• Preparing regulatory filings and submissions, as necessary
• Coordinating and attending board meetings
• Preparing board packs and supporting reports
• Taking and preparing minutes to a high standard
• Ensuring the timely execution of agreements/documentation

Skills, Knowledge and Expertise