Trust and Corporate Administrator / Officer

Victus Search; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

An exciting opportunity awaits an experienced Trust and Corporate Administrator at a prestigious Single Family Office. This role involves managing a diverse portfolio of trusts and companies, ensuring compliance, and preparing essential documentation. The ideal candidate will possess a strong background in trust and corporate administration, with a keen eye for detail and the ability to draft formal documents to a high standard. Join a dynamic team where your expertise will contribute to the seamless operation of a family office, providing vital support for high-net-worth clients. If you are looking for a rewarding career in a supportive environment, this position is perfect for you.

Qualifications

• Experience in trust and corporate administration is highly desirable.
• Ability to draft formal documents to a high standard.

Responsibilities

• Manage a portfolio of trusts and/or companies with various administrative tasks.
• Prepare resolutions and ensure compliance with trust deeds.

Skills

Trust Administration

Corporate Administration

Document Drafting

Regulatory Compliance

Education

STEP/Chartered Secretary qualification

Equivalent experience

Tools

Document Management Software

Job description

Trust and Corporate Administrator / Officer

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 Family Office

The Family Office acts as a back office for an UHNW family, providing essential administrative support. Acquisitions and disposals of assets are frequent and thoroughly documented, along with other trust/corporate decisions made by management.

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.

Compensation:

A competitive salary and benefits package will be offered, commensurate with the duties and experience of the successful candidate.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Other