Senior Administrator, Trusts

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.