Trust and Corporate Administrator - Single Family Office

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Trust and Corporate Administrator - Single Family Office

City of London

Post Date, 11/12/2024

Salary: 55000-65000 per annum

Permanent

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.

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 16
  • Last Date: 22/01/2025
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