Senior Trust Administrator
Senior Trust Administrator
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4-5years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- To liaise with clients directly as the first point of contact on all routine matters.
- To ensure client requests are met promptly and timely.
- To liaise with bankers intermediaries investment advisers asset managers lawyers accountants brokers tax advisers auditors and other third parties as necessary regarding client affairs.
- To draft resolutions minutes agreements and other documents.
- To prepare meeting packs attend client/trustees/board meetings and draft minutes.
- To arrange for payments on behalf of the entity correctly and promptly by following necessary compliance procedures.
- Compliance: To ensure the clients are fully compliant in terms of KYCs transaction monitoring risk ratings and file review and action points and vis- -vis the authorities.
- To assist CRS/FATCA reporting.
- To regularly review debtors and recover debts.
- To liaise with investment houses to buy/sell/redeem investments timely and also monitor the performance of investments/investment manager (as per investment reviews results obtained)
- To prepare accounts and investments reports will be a plus. If not to atleast be able to read and understand the accounts.
Requirements
Partly/fully qualified ICSA STEP ACCA or any relevant qualification.
Maintain an awareness of the legal and regulatory framework.
Understand and apply the Company s compliance policies procedures and internal controls.
Good standard of oral and written communication skills.
Employment Type
Full Time
