Senior Trust Administrator

Permanent
  • Post Date: March 18, 2024
  • Apply Before: April 29, 2024
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.