About the Role
Our client, a respected player in the banking sector, is currently seeking an experienced Trust Administrator to join their professional team. The ideal candidate will have a solid background in trust and fiduciary administration, excellent organisational skills, and a proactive, client-focused mindset.
This role involves managing a portfolio of trusts and related entities, ensuring accurate administration in line with legal, regulatory, and client-specific requirements.
Key Responsibilities
- Administer trusts, companies, and other fiduciary structures according to governing documents and relevant laws.
- Manage trust accounting, including payment processing, investment monitoring, and financial record keeping.
- Liaise with clients, beneficiaries, legal advisors, and tax consultants to address inquiries and provide updates.
- Ensure compliance with all internal procedures and regulatory obligations (e.g., FATCA, CRS, AML / CFT).
- Assist with the onboarding of new trusts, including due diligence, document review, and client setup.
- Prepare documentation for trustee decisions, distributions, and routine transactions.
- Maintain up-to-date client records and prepare reports as needed for internal and external stakeholders.
Ideal Candidate Profile
A diploma or degree in Finance, Accounting, Law, Business Administration, or a related field.Minimum of 3 years’ experience in trust administration or a similar fiduciary role.Strong understanding of fiduciary duties, trust law, and regulatory compliance.Exceptional attention to detail and the ability to manage multiple tasks efficiently.Strong communication and interpersonal skills, with a client-service orientation.Proficiency in relevant software and trust administration systems.#J-18808-Ljbffr