Providing support to the Director in the following areas:New Business - Production of marketing literature with assistance of the marketing department in order to provide new clients/intermediaries with sufficient materials and information as well as fee quotes to win business. Liaison with intermediaries and clients at take on stage to help secure the business. Production of process documents for administration teams. Company Secretarial - Preparing for Board Meetings -… Show more Providing support to the Director in the following areas:New Business - Production of marketing literature with assistance of the marketing department in order to provide new clients/intermediaries with sufficient materials and information as well as fee quotes to win business. Liaison with intermediaries and clients at take on stage to help secure the business. Production of process documents for administration teams. Company Secretarial - Preparing for Board Meetings - drafting agendas, preparing board packs - liaison with Board members. Minute taking. Attending to action points, assisting with regulatory issues/requirements.Preparing submissions for the Guernsey Registry online service.Maintaining internal registersAny other CO Sec work as and when required.Administration - FATCA - member of the working group implementing FATCA into the day to day business.Registering companies with IRS to obtain GIIN numbers.Preparation of supporting documentation for administration teams to be able to deal with FATCA.Registration of FFI's with IGOR and reporting thereafter where necessary.Key point of contact for staff requiring assistance with FATCA.Supervision of and providing support to teams on general administration as and when required, working with clients to ensure smooth running of specific products.Running projects as requested by the Senior Management TeamTraining support provided where required Show less

I spent a short time with Albany Trustee working in Trust and Company administration working within a small team servicing high networth clients.

Operations Manager of the Pensions Administration team in Guernsey.Responsable for the day to day operations of the administration team. Member of the Senior Managment Team providing direction for the business.Integral part of the project team to migrate existing business onto new system platform, including review and re-write of processes and procedures and implementation thereof.Management Responsibilities;Set objectives/agendas for and chair weekly “TOPS” meetings… Show more Operations Manager of the Pensions Administration team in Guernsey.Responsable for the day to day operations of the administration team. Member of the Senior Managment Team providing direction for the business.Integral part of the project team to migrate existing business onto new system platform, including review and re-write of processes and procedures and implementation thereof.Management Responsibilities;Set objectives/agendas for and chair weekly “TOPS” meetings Maintain and monitor issue logsBuilding the Operations Team - training, development, recruitment and regular appraisalsTeam objective settingTechnical responsibilities;Effective management of Operations TeamDevelop and maintain excellent relationships with clients (internal and external)Ensure delivery of excellent quality of administration and client liaison servicesProvide technical support to staff on productsAssisting with new business and new product opportunities - involvement in projects including testing, managing project streams and assisting Business AnalystsReact and respond to complaints, errors and issues identified and implement change accordingly to maintain quality control parametersEnsure Operating and Servicing Models are adhered toMonitor work flow systems Review KYC/CDD on all business received into department Show less

Responsible for the day to day running of the administration team and maintaining portfolio relationships within the Trust Department. On the ground support to both client and intermediaries in Southern Hemisphere.Regular attendance at senior management board meetings.Heavily involved in the launch of the pension business which set up in 2004/5 and responsability for the running of the administration team.

Book keeping - trust and company accountsSet up and Administration of portfolio trustsMaintaining relationships with client and third party intermediariesOverseas client meetingsManaging staffImplementation of Systems and ProceduresProblem SolvingFee Collection

account opening, CDD, fixed deposit placement, payments via SWIFT, BACS, CHAPS

Worked within the Claims department inputting and processing Claims, calculating new insurance premiums