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