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.