What will you be doing?
To offer senior administrative assistance to the Associate Directors.
To handle the daily administration of a diverse portfolio of trust and corporate structures holding a variety of assets, including real estate, investments, yachts, and aircraft. This includes, but is not limited to, preparing trustee and director minutes, maintaining direct client contact, covering client expenses, adhering to legal requirements, billing, and collecting money owed. Onboarding, customer due diligence, and setting bank accounts will also be emphasised in this function; prior expertise in these areas is desirable.
To collaborate closely with the accounting, tax, compliance, and statutory departments of our customers in order to make sure that all issues pertaining to them are handled promptly.
What our client is looking for?
A minimum of 5 years’ experience in the Trust and Company services sector.
Hold or be studying towards a relevant CSP qualification i.e. STEP, ICSA.
Experience of on-boarding would be advantageous.
Excellent organisational and time management skills.
A professional manner, demonstrating good interpersonal skills.
The ability to work well under pressure and to respond to clients’ needs as they arise.
The ability to produce work with a high level of accuracy and attention to detail.
An optimistic attitude, excitement for self-improvement, and a drive for accountability.