Job Description
As a Senior Trust & Company Administrator you will be instrumental in overseeing a portfolio of trusts and companies, ensuring compliance with pertinent regulations, and delivering exceptional client service.
Role Responsilbities
– Manage a portfolio of trusts, companies, and related structures, ensuring accurate and efficient completion of administrative tasks
– Serve as the primary point of contact for clients, offering prompt and professional assistance with inquiries and requests
– Prepare and maintain statutory records, including minutes, resolutions, and registers, in adherence to regulatory standards
– Assist in the onboarding process for new clients, including help with due diligence checks, and ensuring thorough documentation acquisition and processing
– Coordinate with external service providers, such as legal advisors and auditors, to ensure seamless operation of client structures
– Stay abreast of changes in legislation and regulatory requirements, providing timely advice to clients and colleagues
– Assist in the preparation of financial records, tax returns, and other regulatory filings as necessary
Skills & Experience Required
– ICSA or STEP or other trust industry recognised professional qualification
– Substantial prior experience in trust and company administration, preferably in a similar role within the financial services industry
– Strong knowledge of trust and corporate laws, regulations and compliance requirements
– A good working knowledge of Word, Excel and Outlook
– Excellent written and verbal communication skills
– Good client and company focus
– Accurate with good attention to detail
– Able to prioritise and work to deadlines
– A professional and responsible attitude to client confidentiality and GDPR requirements
– Good team player
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