Key Responsibilities • Support the Trust Managers in delivering a full suite of trust and corporate services to clients • Liaise with Trust Managers. • Provide prompt, excellent and professional trust and company administration services • Ensure that clients’ data base is kept up to date along with clients’ records and accuracy of data being captured in the appropriate system • Conduct administrative reviews on existing trust and company structures. • Prepare and draft Trust-related documents • Conduct name screening of trust related parties • Participate in transaction monitoring and review trust accounts. • Comply with the Group’s internal control and audit standards • Participate in ad hoc projects or matters that are ancillary to trust administration, including but not limited to invoicing and credit control Attributes/Technical Skills • Develop and maintain adequate trust knowledge to deliver full suite of trust and corporate services to clients • Develop and maintain technical knowledge of trust and corporate structures • Detail oriented able to work with minimum supervision in a fast paced environment and meet tight deadlines. • Develop interpersonal skills • Strong work ethic; professional and approachable • Able to multitask and is meticulous • Inquisitive and self-motivated • Strong knowledge of the regulatory and compliance regime • Able to work independently without supervision Relevant Experience • Possess at least 2 year of trust administration experience or relevant experience in legal, accounting or company secretarial work. Education/Memberships • Educated to degree level of equivalent professional qualification • STEP Foundation Certificate qualification would be an advantage Computer Skills • Proficient user of Microsoft Packages including Power point, Excel and Word Languages English
We are here to help our clients make decisions, acting with the speed and confidence they need to seize a world of enduring opportunity. Enabled by a culture of learning, continual improvement and focus on operational excellence, we work seamlessly with our clients for the long-term. With our laser focus on risk, we help capital flow, protect investors and safeguard assets. In doing so, we deliver the confidence and security our clients and the markets need. Through our global Corporate Social Responsibility program we stay connected to our local communities. We are committed to doing the right thing, every day. We are a Technology & Services platform. Every day, we deliver and execute our multi-jurisdictional technical expertise and hands-on experience through secure, resilient and sustainable solutions, ensuring our clients have the confidence and clarity they need to maximise the potential of their business, fund or portfolio.
Bachelor's or Equivalent