Senior Trust and Company Administrator

Search-Select LTD; East Devon; On-site; GBP 80,000 - 100,000; Full time

Job description

Our client seeks a Senior Trust and Company Administrator to join their team.

Role Profile

The primary responsibility of this position is overseeing a portfolio of Trust and Company structures with a wide variety of needs. Reporting directly to the Fiduciary Services Director, you will manage the day-to-day administration of the portfolio, having direct contact with clients and/or intermediaries.

You will also maintain compliance with all policies and procedures, including adherence to best practice and appropriate legal and regulatory guidelines. This includes assisting in the prevention of money laundering and the financing of terrorism.

Key Responsibilities

1. Appointment to the boards of client entities
2. Appointment to the board of inhouse Corporate Director company
3. Developing relationships with clients, ensuring that good client service skills are demonstrated and responding to client requests in a timely manner
4. Assisting with the setup of new structures and liaising with clients and or their advisors.
5. Working closely with team members, providing support when needed.
6. Assisting with the filing of Isle of Man and UK Tax Returns, including corporation tax returns, ATED and IHT.
7. Arrange timely settlement of client invoices, liaising with clients where necessary to ensure management of debtors.
8. Day to day administration of a portfolio of companies and trusts with direct contact with clients and/or intermediaries.
9. Administrative tasks including; consideration of client requests, preparation of minutes, payment instructions and liaison with internal and external bankers, bank account reconciliations, time recording, scanning and filing of correspondence and documents.
10. Review of company and trust accounts and liaising with client accountants to the point of finalising for review by Directors and Trustees.
11. Preparation of risk assessments for new business, and also the existing book of business as part of the periodic review process.
12. Identify opportunities to further promote services to clients and assisting with marketing activities, attending marketing events where appropriate, and liaising with business developers regarding new business opportunities.

Key Skills & Experience

1. STEP Qualified or similar
2. Minimum 5 years within the Fiduciary industry, together with relevant client servicing and management at a senior administrator level.
3. Strong fiduciary experience in trust and company management
4. Good understanding of trust and company law and corporate compliance
5. Demonstrate good team leadership
6. Excellent time management with the ability to work to deadlines
7. Competence in the use of technology for trust administration