Job Description
The Senior Administrator will become a vital part of the Office and will work as part of a client workgroup within the Family Office team, dealing with all aspects of administration of multi-jurisdictional trusts and companies always ensuring excellent client service.
Role Responsilbities
– Perform all aspects of trust and company trust administration
– Manage and maintain an awareness of the workflow relating to your portfolio
– Liaising with clients and intermediaries in relation to a variety of transactions, preparation of relevant transactional documentation, including minutes, resolutions and agreements etc.
– Open and maintain bank accounts, including payment instructions, reviewing bank and assets statements
– Arranging, investment reviews for both trusts and companies and interpreting the outcomes and actions ensuring any requirements are implemented
– Maintain company and trust records, including due diligence, in line procedures and AML regulations
– Maintain accurate timesheets daily
– Demonstrate technical knowledge and understanding of transactions demonstrating commercial acumen
– Provide support and guidance to other members of the team
– Recognise and contribute to the mitigation of risk, ensuring compliance with legal and regulatory requirements
– Participate in ad hoc projects as required
Skills & Experience Required
– Educated to at least GCSE level or equivalent
– Be already studying or willing to study STEP or ICSA
– Have 4 – 5 years’ experience in the administration of trusts and international companies
– Experienced in trust and company administration, with excellent technical knowledge of trusts
– Ability to work as a member of their immediate team or a wider team across different jurisdictions
– Ability to communicate effectively with clients, staff and management in several different jurisdictions
– Be highly organised with a systematic work method and good attention to detail
– Good understanding of associated regulatory requirements
– An understanding of UK and SA tax planning would be an advantage.
Salary & Benefits
The salary for this role is negotiable upon experience and qualifications
There is also a full benefits package included with this position.
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