Back to search
This is a unique opportunity for an experienced individual with a strong working knowledge of trust and company administration, looking to work in-house for a prestigious Single Family Office.
This would suit an experienced administrator, with a broad knowledge of offshore jurisdictions and structures.
The Role
Reporting to the Head of the Family Office, the role holder will manage a portfolio of trusts and/or companies, undertaking a variety of administrative tasks as outlined below.
Trust Administration:
- Prepare resolutions and implement decisions by the Trustees and Protector (distributions, advancements, bill payments, loans, etc.).
- Ensure compliance with the trust deed for Protector consent and other requirements for use of trust funds.
- Prepare deeds of appointment as needed.
- Organise and document bi-annual meetings of Trustees/Corporate directors.
- Obtain approval for payments and funding requests.
- Prepare reports for the Board of Directors of the Trustees.
- Input and maintain historical trust data/documents in relevant software.
- Oversee document storage and retrieval systems.
Corporate Administration:
- Assist with the Group’s regulatory filings, liaising with foreign service providers to ensure deadlines are met.
- Prepare documents and organise bi-annual meetings for director elections and other business.
- Hold and document ad-hoc director meetings.
- Document financial and key decisions of directors.
- Respond to KYC requests.
- Prepare resolutions for trust fund movements and other corporate actions.
- Set up and document new bank accounts and investment management contracts.
- Maintain corporate minute books and records.
- Correspond with foreign registered offices.
- Input and maintain historical data/documents for each company.
Qualifications:
- STEP/Chartered Secretary qualification or equivalent experience preferred.
- Prior experience in trust and corporate administration is highly desirable.
- Ability to draft formal documents to a high standard.
