Dynamic Client-Facing Trust Administrator

Carey Olsen; United Kingdom, United Kingdom, United Kingdom; A distancia; GBP 32.000 - 52.000; Jornada completa

Descripción de la vacante

Carey Olsen is seeking a Trust Administrator/Officer to join our Trust Services Provider team. You will manage a portfolio of trust structures, help ensure regulatory compliance, and support day-to-day governance and administration across client structures.

The ideal candidate has at least 3 years of client-facing trust or corporate services experience, is or is studying towards a STEP Diploma in International Trust Management, and holds or is pursuing Chartered status.

Formación

• at least 3 years' client-facing trust and/or corporate services experience
• Bachelor's Degree in a relevant field
• Be holding or studying towards a Diploma in International Trust Management (STEP)
• Chartered status or studying towards graduate status from the Corporate Governance Institute would be advantage
• Excellent verbal and written communication skills; minute taking experience would be a definite advantage
• Attention to detail and excellent organisational skills
• Experience in the use of Viewpoint entity administration software or equivalent

Responsabilidades

• Administration of a portfolio of trust structures in accordance with internal policies and Bermuda's statutory and regulatory requirements
• Assisting the Trust Managing Director to analyse and interpret trust deeds and related documents with focus on reviewing trust documents for legal, tax, administrative and investment issues
• Maintaining current information on beneficiaries and their changing needs to prudently carry out the trustee’s fiduciary duties
• Ensuring trust transactions are properly recorded and statutory registers for clients are correct and complete
• Organising meetings, preparation of agendas, draft minutes and trustee resolutions and following up with the business on action items
• Attending to routine filings with Registrar of Companies, Bermuda Monetary Authority and other Bermuda government and regulatory bodies
• Assisting the team with requests and liaison with tax, accounting, legal advisors, investment managers and banks
• Independently responding to email queries and proactively engaging in the business
• Requesting and reviewing new and updated Client Due Diligence information from clients to ensure AML/ATF and related compliance
• Maintaining awareness of operational risk, AML and compliance risks, taking action to limit exposure to risk

Conocimientos

Client-facing exp

STEP Diploma

Bachelor's degree

Chartered status

Communication skills

Detail oriented

Viewpoint software

Educación

Bachelor's degree

STEP Diploma

Herramientas

Viewpoint software

Descripción del empleo

Carey Olsen is seeking a Trust Administrator/Officer to join our Trust Services Provider team. You will manage a portfolio of trust structures, help ensure regulatory compliance, and support day-to-day governance and administration across client structures.

The ideal candidate has at least 3 years of client-facing trust or corporate services experience, is or is studying towards a STEP Diploma in International Trust Management, and holds or is pursuing Chartered status.