Officer 3, Trust Administration
Officer 3, Trust Administration
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Salary Not Disclosed
1 Vacancy
Job Description
Job Overview
We are seeking a highly organized and detail-oriented Trust Fund Administrator to join our team in Mauritius. The role will primarily focus on supporting the day-to-day administration of client transactions document management and other trust-related administrative functions. The ideal candidate will have strong experience in trust administration excellent communication skills and a keen eye for detail. This is a key support role within the team ensuring that all tasks are completed efficiently accurately and on time.
Key Responsibilities
Client Transactions Management:
- Prepare Client Transaction Packs: Organize and compile all necessary documents for client distributions (transaction instructions approval forms etc.).
- Maintain Distribution Tracker: Regularly update the distribution tracker with relevant details like amounts payment instructions and execution dates.
- File Documents: Ensure all transaction-related documents are accurately filed in the relevant client folders.
Document Management:
- Create and Organize Shared Folders: Set up a consistent folder structure for all client documents.
- Upload and Track Documents: Upload client transactions correspondence and reports to the internal systems ensuring all documents are accounted for.
- Data Migration: Review client folders and ensure documents are correctly categorized and migrated online.
Resolutions & Minutes Assistance:
- Prepare Standard Resolutions and Minutes: Draft resolutions and meeting minutes for trust-related decisions ensuring accuracy and timely filing.
- File Resolutions and Minutes: Upload completed resolutions and minutes and maintain an organized filing system.
Bank Account Setups & Ebanking:
- Assist with New Bank Accounts: Help gather documents and coordinate the opening of new client bank accounts.
- Update 5-Series Database: Ensure new bank account details are accurately recorded in the 5-series system.
- Ebanking Access Setup: Assist with setting up secure Ebanking access for client accounts.
General Administrative Support:
- Regulatory Compliance Assistance: Support FATCA/CRS reporting and ensure timely regulatory filings.
- Client Communication: Draft and upload client communications (e.g. confirmations updates).
- Audit & Billing Support: Prepare audit packs and invoices ensuring proper filing.
Task Coordination & Communication:
- Regular Progress Updates: Provide the Zurich team with updates on task status including any issues or delays.
- Task Prioritization: Work with the Zurich team to prioritize tasks and ensure deadlines are met.
Qualifications :
Key Skills & Qualifications
- Proven experience in trust fund management or administration ideally with a focus on transactions document management and compliance.
- Strong proficiency with document management systems.
- Excellent organizational skills and the ability to manage multiple tasks and priorities.
- Strong attention to detail and ability to maintain accurate records and filing systems.
- Experience with FATCA/CRS reporting regulatory filings and client onboarding processes is highly desirable.
- Strong communication skills both written and verbal with the ability to interact professionally with clients and team members.
- Ability to work independently as well as part of a remote team with strong follow-up and problem-solving skills.
Education & Experience
- A relevant qualification in business administration finance or a related field.
- Minimum of 5 years experience in trust fund administration or a similar administrative role within a financial services environment.
Working Conditions
- Full-time position based in Mauritius working closely with the Zurich team in a collaborative and remote environment.
- Flexibility in working hours to accommodate different time zones as necessary.
Additional Information :
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders including our employees clients and local communities while also reducing our impact on our natural environment.
There is always more we can and should do to improve whether in relation to our people our clients our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. Were committed to fostering an inclusive equitable and diverse culture for our people led by our Diversity Equity and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees careers while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5800 employees - from 94 nationalities across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund in an environment where only 15% of all private equity and venture capital firms are gender balanced.
Were committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients sustainability and success leads to our sustainability and success. Were emotionally invested in our clients right from the beginning.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
