
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.

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