Senior Trust Administrator

Description
OVERALL PURPOSE

The Senior Administrator will become a valued member of our Family Office and will work as part of a client workgroup within the Family Office team in the Isle of Man, dealing with all aspects of administration of multi-jurisdictional trusts and companies always ensuring excellent client service. Personal Development Plans are agreed on an annual basis and training will be provided as necessary.

WORKING RELATIONSHIPS

The position reports to the workgroup Manager. This role involves close and regular interaction with all members of the Family Office Team, Accounting, Banking and Compliance department as well as Directors/Senior Management of Family Office, external clients and business contacts.

Key Responsibilities
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

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
QUALIFICATIONS AND EXPERIENCE

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
SKILLS

Experienced in trust and company administration, with excellent technical knowledge of trusts
Contribute to the teamwork ethos
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
Have excellent inter-personal and client relationship skills, having a sense of ownership of your client
Relationships maintaining excellent services levels
Good understanding of associated regulatory requirements
An understanding of UK and SA tax planning would be an advantage.
Ability to work efficiently, under pressure and within tight deadlines
COMPETENCIES AND BEHAVIOURS

Confidence to liaise with senior management and heads of other Group functions
Proactive, self-starter, able to think and work independently
Excellent problem solver
Well organized with flexibility in working situations
Excellent written and verbal communication skills with strong attention to detail

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