Senior Trust Administrator

Our client is seeking a Senior Trust Administrator.

The purpose of this role is the provision of an efficient, professional administrative service and effective liaison with internal and external stakeholders.

Key Responsibilities:

  • Communicate with third-party service providers and with various business contacts,
  • Undertake Client take on and entity formation/termination.
  • Formation and Termination of trusts, companies, and foundations in any jurisdiction
  • Transfers in/out of entities from/to other fiduciary providers.
  • Client meeting preparations and their efficient follow-up.
  • Handling documentation and resolutions concerning transactions and restructures.
  • Undertaking administrative duties and liaison with other teams in the Group to ensure an efficient and effective service is provided.
  • Support with the management of compliance issues and maintenance of records.
  • Assisting in investment reviews.
  • Liaise with accountants to ensure financial accounts are prepared and reviewed promptly.
  • Ensure proper governance around client structures in accordance with the Group’s policy and procedures.

If you are seeking a non-client-facing Trust role this could be perfect for you.

For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Tue, 06 Aug 2024
Closing Date: 
Mon, 04 Nov 2024
Reference: 
11973

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