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Trust Administrator

Trust Administrator

Posted 1 March by eFinancialCareers
Ended
Description
This full time, Junior Trust Administration role involves close and regular interaction with all members of the
Family Office (FO) Team, Accountants, Compliance Officers and various external business contacts (including
banks, investment houses, lawyers, external accountants and property managers/estate agents). The incumbent
will report to the relevant FO Team Leader who is based in Jersey.

OVERALL PURPOSE
The purpose of this role is the provision of an efficient, professional administrative support service to the
Relationship Management Directors Trustees and / Senior Associates across the Relationship Management
team.

Key Responsibilities
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
Communication with third party service providers and with various business contacts, including banks,
investment houses, solicitors and property managers/estate agents such communication to be signed off by
management
Client take on and entity formation/termination
Assist with KYC/CDD information collation and system input for client take on
Formation of trusts, companies and foundations in any jurisdiction
Termination of trusts, companies and foundations in any jurisdiction
Assist with transfers in/out of entities from/to other fiduciary providers
Assisting in client meeting preparations and efficient follow up of general matters arising
Handling documentation and resolutions with regard to transactions and restructures
Drafting of resolutions relating to payments and settlements, with assistance from Trustees. Assisting with
drafting of Loan Agreements, Powers of Attorney, Facility Documentation, property transaction documents
and any other documentation required to facilitate action required
Preparation of various forms, including Payment request, Investment Recommendation and Bank Account
Opening forms if required
Liaison with other teams in the Group involved in managing client bank account and investment account
documentation
Supporting in the management of compliance issues and maintenance of records ensuring that we satisfy our
regulatory requirements plus preparation and supply of due diligence on entities administered to third
parties
Assisting Directors, Senior Associate and other Associates on ad-hoc client requests, administration of
entities and projects as they arise and close liaison with Team Leader/Senior Associates on all tasks allocated
Assisting with work overflow for team members and providing absence cover
Assisting Directors, Senior Associates and other Associates in investment reviews
Liaison with accountants in the both Jersey and Swiss office in order to ensure that financial accounts are
prepared and reviewed in a timely manner for regulatory and tax purposes
Continuous review of pending items to ensure timeous follow up and finalisation of tasks providing proper
governance around client structures by gaining an understanding of these structure through assisting with
day to day activities. This will include ensuring that all documents are correctly filed and systems updated in
accordance with the Group's policy and procedures
Any other ad-hoc duties that may be required from time to time

QUALIFICATIONS AND EXPERIENCE
Educated to undergraduate qualified level
Some experience in the offshore and/or onshore financial services industry desirable

SKILLS
Advanced Microsoft Excel and Word plus basic PowerPoint skills
Good numeracy skills and a good commercial awareness
Solid administration experience

COMPETENCIES AND BEHAVIOURS
Schedules and manages workload effectively to ensure work is completed on time and to the required
standard, thinks ahead, sets plans to achieve goals
Supports and works towards team goals, shares information, is helpful and co-operative, works effectively
with people outside immediate team
Communicates in a clear and relevant manner and ensures that the message is understood, listens
effectively, written communication is well presented
Understands and satisfies client needs at all times, delivers excellent client service, takes full responsibility
and accountability for all client matters including delegated tasks
Delivers work of a high standard, output is accurate and error free, productivity is satisfactory and
consistent. Takes a proactive approach and works on own initiative where possible

Reference: 52225715

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