Senior Trust & Company Administrator
My client, a leading international financial services provider with their H/O in Gibraltar, is looking for a Senior Trust & Company Administrator to join their team here.
Primary Purpose: Senior Trust & Company Administrator is responsible for the management of their allocated portfolio of Trusts and their underlying companies held, reporting to trustees when required.
Management of their allocated portfolio of Trusts and their underlying companies/assets held.
Direct contact with Settlors, Beneficiaries, Protectors, Professional Advisors, and Lawyers in respect to distributions to beneficiaries and additions to the trust fund such as properties and assets.
Exclusion and addition of beneficiaries.
Liaising with investment managers/investment houses and banks in respect to numerous matters including asset allocation, purchase and sale of shares.
Liaising with various parties in respect to the purchase and sale of shares, property, artwork etc.
Drafting of relevant correspondence and documentation, including Trustee Minutes and Trust documents for actions taken, liaising with in-house legal team for review of drafted documents for approval prior to arranging execution; ensuring a full audit trail is maintained.
Preparation of payment instructions and monitoring of the execution of instructions.
Preparation of administration instructions such as transfer of shares, agreements, POA’s, COGS etc in respect to actions for companies under the Trust structure.
Preparation of instructions for Banking, Compliance and Accounts in respect to approval for actions to be taken in respect to the Trusts e.g. opening of bank accounts, addition of beneficiaries, preparation of accounts, dividends and solvency.
Monitoring client assets - liaising with banks and investment advisors where necessary.
Liaising with clients and their advisers in respect of service issues, via telephone and email.
Production and submission of regulatory returns - i.e. APT renewal.
Maintain client data within Viewpoint.
Undertake and manage time recording of time spent for the client billing process.
Administering all aspects of Trust take overs and terminations.
Reporting to the Trustees to obtain relevant approvals, liaising with Sovereign Accounts, advisor’s and compliance in respect to reporting requirements.
Conduct initial stages and ‘chasers’ of debt collection.
Assist line Manager with requests for information required for a particular project i.e. 10 year reporting and UK asset reports for HMRC purposes.
Administer ad hoc requests.
Any other tasks as required by your Line Manager or Director.
• Peer group within the department
• Central services
Candidates should have STEP, ICSA or equilvilent related industry qualification.
If you have the required skills, experience & qualification, please get in touch ASAP.
Stand out from the crowd - be an Awesome candidate!