Administrator - Trust Services

The successful applicant will be responsible for supporting the management team in the administration of a portfolio of clients consisting of trusts and companies. The applicant must have strong organizational and time management skills with the ability to manage competing priorities.

Primary Responsibilities:

• Liaising with senior members of staff to deal with routine client matters and day to day correspondence on a timely basis;
• Review of documents pertaining to the establishment and continuation of trusts and companies and to ensure compliance with the same and all aspects of the relevant laws;
• Data input for the establishment and maintenance of client epitomes;
• Preparation of payment instructions and completion of account opening documentation;
• Drafting minutes and collating documentation for signing;
• Attending to periodic reviews;
• Preparation of due diligence files;
• Providing billing support, including the analysis of WIP;
• Attending to scanning and filing of documentation; and
• Any other duties required.