Trust and Corporate Officer - Single Family Office

A rare and fascinating opportunity awaits a professional with a strong grasp of trust and company experience, offering an appealing in-house role within a dynamic Family Office in London.

The successful candidate will play a pivotal role in overseeing the finances and administration of a diverse portfolio of trusts and companies managed by qualified directors on behalf of ultimate beneficiaries.

About the Family Office:

• Team members work both from the London office and remotely, handling a range of assets including Private Equity, Hedge Funds, Equities, and Real Estate.
• International investments are prevalent, with a focus on the US and Europe.
• Rigorous documentation accompanies frequent acquisitions, disposals, and all trust/corporate decisions.

The Role: The role holder will undertake a variety of administrative tasks (including but not limited to the tasks set forth below) for a portfolio of trusts and/or companies and reporting to the Company Secretary and Head of Administration.

Trust Administration:

• Prepare resolutions for, and implement decisions of the Trustees and Protector regarding distributions, advancements, bill payments, loans, etc.
• Ensure compliance with the trust deed for Protector consent, (requirement for written deed, etc.) for every use of trust funds
• Prepare deeds of appointment when required
• Prepare documents for and organize bi-annual meetings of the Trustees/Corporate directors
• Obtain the requisite approval for all payments / funding requests
• Prepare reports for the board of Directors of the Trustees
• Input into relevant software program all historical data and documents for trusts
• Maintain system of document storage and retrieval

Corporate Administration:

• Assisting with the Group’s regulatory filings, liaising with relevant foreign service providers and ensuring that all filings are made prior to the filing deadlines
• Prepare documents for and organise bi-annual meetings to elect directors and deal with other relevant business
• Organise and hold ad-hoc meetings of the directors
• Document all financial and other principal decisions of the directors
• Responding to various KYC requests
• Document by resolutions all movements of trust funds from underlying companies to the trusts
• Prepare resolutions and documentation necessary to establish bank accounts, to contract with investment managers, etc.
• Maintain minute books and other corporate records of the company
• Correspond with the foreign registered offices of companies
• Input into relevant software program all historical data and documents for each company
• Maintain system of document storage and retrieval (including book of documents)

Qualifications: STEP/Chartered Secretary qualification or equivalent and/or related experience.

Compensation will be commensurate with the successful candidate’s experience. This position offers a unique opportunity to contribute to the growth and success of the Single Family Office.