Senior Administrator - Family Office
20 August by Search & Select
Reference ID: 204756
Duration:
Unspecified
Salary: Unspecified
End Date: 11 Oct 2024
Job Description
Our client seeks a Senior Administrator to join their Trust Company Family
Office. Role Profile: The Senior Administrator will become a valued member of
the 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. 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: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. Key Skills and
Qualifications: 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.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.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. If you have the required skills please
apply online at searchandselect.com quoting reference number: 13773