13 Oct 2021

Senior Trust & Company Administrator

Ref 33833

A global asset management company is recruiting for a Senior Trust & Company Administrator, to undertake a range of duties to support a small portfolio of Trusts, Companies, Foundations and Limited Partnerships reporting to the Trust Manager.

Key duties:

  • Processing client requests for information in a timely and accurate way
  • Actioning payments and distributions in relation to client entities
  • Maintaining up to date accounting records and liaising with the Finance Department as necessary;
  • Preparing asset statements
  • Attending client meetings and meetings with service providers as required, recording actions and providing action as required
  • Reviewing bank statements/monetary movements on client entities to ensure compliance with AML policies
  • Assisting new business enquiries, collating documents and information for the company’s new business forum
  • Recording all time spent on client entities and assisting with collection of fees

The desirable candidate will have the following skills, experience and attributes:

  • Minimum 5 GCSEs with English Language and Mathematics at Grade C or above (or equivalent)
  • STEP Certificate or Diploma, ICSA Certificate/Diploma or part qualified
  • Management training or qualification or willingness to study towards the same
  • Minimum 5 years’ experience as a Trust Administrator or similar
  • Exposure to retirement structures
  • Previous experience of manual and/or electronic client recording systems
  • Thorough understanding of Compliance and KYC requirements.
  • Good understanding of relevant regulations on Money Laundering, countering Financial Crime


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