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Corporate & Trust Administrator

TN United Kingdom

London

Hybrid

GBP 40,000 - 80,000

Full time

7 days ago
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Job summary

An established industry player seeks a Corporate and Trust Administrator to join their dynamic team. This role involves managing the administration of trusts and companies for an ultra-high-net-worth family, ensuring compliance with legal requirements and preparing necessary documentation. You'll work closely with a dedicated team, contributing to the financial oversight and operational efficiency of a portfolio that includes diverse investments. If you have a STEP qualification and a passion for corporate governance, this is a fantastic opportunity to advance your career in a collaborative and supportive environment.

Qualifications

  • Experience in corporate and trust administration is essential.
  • STEP qualification or equivalent is required for this role.

Responsibilities

  • Prepare resolutions and implement decisions of Trustees and Protectors.
  • Document all financial and principal decisions of directors.

Skills

Corporate Administration
Trust Administration
STEP/Chartered Secretary qualification
Financial Compliance

Education

STEP qualification
Chartered Secretary qualification

Tools

Document Management Software

Job description

Qualified company secretarial professionals are required for the following position:


1. Corporate and Trust Administrator

Qualifications: STEP/Chartered Secretary qualification or equivalent and/or related experience.


Working closely with a Monaco family office, the successful candidate will be part of a team of approximately 12 individuals working partly from a UK base and partly from home (UK office currently in Chancery Lane) with responsibility for the finances and administration of a group of trusts and companies managed by qualified directors for and on behalf of the ultimate beneficiaries, an ultra-high-net-worth European family based in Europe. The UK office will be divided into two equal teams with responsibility for all back-office functions, predominantly finance and trust administration – the latter area having previously been outsourced to third-party service providers. The assets include Private Equity, Hedge Funds, Equities, and Real Estate. Investments are international but largely US and European based. Acquisitions and disposals of assets are frequent and thoroughly documented as are all other trust/corporate decisions taken by management.


The Corporate and Trust Administrator will undertake a variety of administrative tasks (including the tasks set forth below) for a portfolio of trusts and/or companies under the direct supervision of the Corporate and Trust Administration Manager and ultimately reporting to the Company Secretary and Head of Administration (General Manager – UK).


Trust Administration
  1. Prepare resolutions for and implement decisions of the Trustees and Protector regarding distributions, advancement, bill payments, loans, etc.
  2. Ensure compliance with the trust deed for Protector consent, requirement for written deed, etc. for every use of trust funds.
  3. Prepare deeds of appointment when required.
  4. Prepare documents for and organize bi-annual meetings of the Trustees/Corporate directors.
  5. Prepare all bank instructions for authorized payments.
  6. Prepare reports for the board of Directors of the Trustees.
  7. Input into relevant software program all historical data and documents for trusts.
  8. Maintain system of document storage and retrieval.

Corporate Administration
  1. Prepare annual government filings liaising with relevant foreign service providers.
  2. Prepare documents for and organise semi-annual meetings to elect directors and deal with other relevant business.
  3. Organise and hold other interim meetings of the directors.
  4. Document all financial and other principal decisions of the directors.
  5. Document by resolutions all movements of trust funds from underlying companies to the trusts.
  6. Prepare resolutions and documentation necessary to establish bank accounts, to contract with investment managers, etc.
  7. Maintain minutes book and other corporate records of the company.
  8. Correspond with the foreign registered offices of companies.
  9. Input into relevant software program all historical data and documents for each company.
  10. Prepare all bank instructions.
  11. Maintain system of document storage and retrieval (including book of documents).

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.

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Created on 18/04/2025 by TN United Kingdom

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