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Trust Administrator
4 weeks ago
Intro:
Report to Head of Private Clients, you will support Trust Managers in daily administration of trust mandates.
Some of the things you'll be doing:
Assist Trust Managers to deliver a full suite of trust and corporate services to clients, including but not limiting to: -
- Attending to client requests
- Preparation of trustee and company minutes and resolutions
- Processing of distribution requests, including name screening.
- Bank account opening, credit facilities,
- Insurance transfer/purchase documents
- Investment related subscription forms
- Meet filing requirements of onshore/offshore jurisdiction
- Billing and credit control management
FATCA/CRS reporting - File review to ensure Comply with the Group’s internal control and audit standards
- Assist and support in trust review preparation
- Liaising with clients, banks, lawyers, working partners and other internal offices
- Efficiently and effectively lead and manage ad hoc initiatives and project
What technical skills, experiences and qualifications do you need?
- Degree qualification or equivalent; preferred STEP
- Diploma qualified
- 1-2 years’ experience in private trust, audit, legal, accounting or tax industry
- Have relevant and/or adequate accounting knowledge
- Familiar with local governing trust laws and regulations, and standard AML policies and requirements by Financial Institutions
- Driven, energetic and self-motivated
- Possess excellent communication and interpersonal skills and ability to work effectively in a team
Tell employers what skills you have
Microsoft PowerPoint
Troubleshooting
Microsoft Office
Microsoft Excel
Interpersonal Skills
Tax
Administration
Data Entry
Accounting
Administrative Support
AML
Screening
Corporate Services
Audit
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