Trust Administrator / Officer (VA788)

Carey Olsen; United Kingdom, United Kingdom, United Kingdom; Remote; GBP 32,000 - 52,000; Full time

Job summary

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.

Qualifications

• 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

Responsibilities

• 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

Skills

Client-facing exp

STEP Diploma

Bachelor's degree

Chartered status

Communication skills

Detail oriented

Viewpoint software

Education

Bachelor's degree

STEP Diploma

Tools

Viewpoint software

Job description

Experience: at least 3 years' client-facing trust and/or corporate services experience. Holding or studying towards a Diploma in International Trust Management (STEP)

We are looking for a Trust Administrator / Officer to work as part of our Trust Services Provider team. As part of our entrepreneurial team, you will play a key role in the proactive development and delivery of the highest standard client trust services, with the full support of senior management.

Our clients include a diverse range of trust structures and companies, and you will assist with their day-to-day administration, statutory and regulatory compliance, transactions and governance processes. You will also be actively encouraged to contribute towards the business by identifying improvements in processes, policies and procedures and any other service innovation changes that would further improve the client experience and ensure the highest standards of regulatory compliance and risk management for the business.

• Administration of a portfolio of trust structures in accordance with internal policies and procedures and Bermuda's statutory and regulatory requirements
• Assisting the Trust Managing Director to analyse and interpret trust deeds and related documents with a focus on reviewing trust documents for legal, tax, administrative and investment issues
• Maintaining current information on beneficiaries and their changing needs and circumstances in order 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 in respect of action items to be completed
• Attending to routine filings with Registrar of Companies, Bermuda Monetary Authority and other Bermuda government and regulatory bodies, as required
• 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, as required, to ensure compliance with all applicable AML/ATF, sanctions and related requirements and general compliance duties
• Maintaining awareness of operational risk, anti-money laundering and compliance risks, taking action to limit exposure to risk and identify issues to management
  

The ideal candidate will:

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