Job Description
About the role
You will be instrumental in overseeing a portfolio of trusts and companies, ensuring compliance with pertinent regulations, and delivering exceptional client service
Reports to: Trust & Company Manager / Director
Main Responsibilities
- Manage a portfolio of trusts, companies, and related structures, ensuring accurate and efficient completion of administrative tasks
- Serve as the primary point of contact for clients, offering prompt and professional assistance with inquiries and requests
- Prepare and maintain statutory records, including minutes, resolutions, and registers, in adherence to regulatory standards
- Assist in the onboarding process for new clients, including help with due diligence checks, and ensuring thorough documentation acquisition and processing
- Coordinate with external service providers, such as legal advisors and auditors, to ensure seamless operation of client structures
- Stay abreast of changes in legislation and regulatory requirements, providing timely advice to clients and colleagues
- Assist in the preparation of financial records, tax returns, and other regulatory filings as necessary
Essential Skills
- Excellent written and verbal communication skills
- Good client and company focus
- Accurate with good attention to detail
- Able to prioritise and work to deadlines
- A professional and responsible attitude to client confidentiality and GDPR requirements
- Good team player
Knowledge and qualifications
- ICSA or STEP or other trust industry recognised professional qualification
- Substantial prior experience in trust and company administration, preferably in a similar role within the financial services industry
- Strong knowledge of trust and corporate laws, regulations and compliance requirements
- A good working knowledge of Word, Excel and Outlook