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Alan Brady
Co-founder
345 769 7000 Apply Now

Senior Administrator, Trusts

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to US$95K DOE

Responsibilities:

  • Manage a portfolio of complex unit trusts and related entities;
  • Review, update and prepare statutory records, inclusive of minutes and resolutions;
  • Assist in the processing of new business enquiries, and on-boarding procedures where required;
  • Liaise directly with service providers and legal counsel in a professional and efficient manner;
  • Meet deadlines for regulatory filings, using CORIS and EDMS systems;
  • Liaise with auditors and relevant service providers during the trust audit processes;
  • Ensure trustee adherence with governing documents for unit trusts;
  • Attend to daily client / service provider requests relating to trusts under administration;
  • Keep abreast of risks inherent within the assigned portfolio and escalate areas of concern where necessary;
  • Communicate effectively and courteously with clients, regulators, attorneys and colleagues, exercising discretion and confidentiality in all matters;
  • Process client requests in a timely, professional manner and maintain knowledge and control over activities of trusts;
  • Provide technical and other support to the Client Integration Team and affiliates where required;
  • Ensure the trustee’s risk management processes and procedures are adhered to;
  • Support the Senior Manager, Trusts to achieve business and commercial objectives and applicable deadlines as appropriate.

Experience:

  • At least 5-8 years’ experience within the trust and corporate administration field;
  • Degree and / or ICSA and / or STEP Qualification would be advantageous;
  • Excellent written, oral and interpersonal communication skills;
  • Detailed understanding of unit trust and corporate structures and related statutory requirements and local legislation;
  • Proven track record in technical and complex transactions with the ability to demonstrate excellent technical competency and share knowledge within the business;
  • Demonstrate a thorough understanding of trust and company administration and how it interacts with other areas and roles within the wider business;
  • Knowledge and understanding of anti-money laundering and other compliance legislation;
  • High proficiency in Microsoft Word, Excel, PowerPoint, CORIS, and EDMS;
  • Ability to successfully liaise and work with other business divisions/functions/networks to achieve objectives;
  • Sound organizational skills.
Alan Brady
Co-founder
345 769 7000 Apply Now

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