Job Purpose
The Trust and Corporate Administrator will be responsible for providing administrative support to the Trust and Corporate Services team and assisting with the department’s day-to-day operations. The ideal candidate will have excellent communication skills, a professional demeanor, and the ability to multitask in a fast-paced environment.
Main duties
- To administer a portfolio of clients & attend to queries in a timely manner and accurate way with a high service standard ensuring ownership through to completion
- Be front-facing and accountable for delivery of services to the expected quality and timeline
- Embrace change and be participative in driving the green scorecard
- Working as part of the team (intra-connected) to achieve the departmental standards and targets
- Be open to suggestions in driving the team towards the same goal
- Liaise with external parties such as bankers, investment advisors, registered agents, and any other related parties
- Actioning payments and distributions/dividends in relation to client entities
- Preparing minutes & resolutions and ensuring client files are well maintained in an orderly manner
- To assist with bank account openings/investment accounts and any other financial institution
- Assisting new business inquiries, collating documents and information for the company’s new business forum
- Assist in preparing documents for closure of Trust, Companies, Banks, and Investment accounts & transfer out documents
- Checking and understanding proposed investment top up for client entities and ensuring all documentation is completed and followed up as necessary
- Maintaining and updating statutory registers with any related parties and generating/ populating information/ documents on OVP
- Undertaking project work as required
- Coach junior members of the team in all areas of their work
- Maintaining proper and complete file for each client (OVP)
- Perform other duties, as needed, to support the Trust and Corporate Services department.
Qualifications:
- Bachelor’s degree in Business Administration or a related field
- 2-3 years of experience in a similar role
- Excellent communication and customer service skills
- Strong organizational and multitasking abilities
- Proficiency in Microsoft Office, including Word, Excel, and Outlook
- Knowledge of trust and corporate laws and regulations
- Ability to work independently with minimal supervision.
Skills:
- Excellent verbal and written communication skills
- Strong organizational and multitasking abilities
- Ability to work well under pressure and in a fast-paced environment
- Proficiency in Microsoft Office and other office software
- Strong attention to detail and accuracy.
Experience:
- 2-3 years of experience in a similar role
- Experience working in a fast-paced environment
- Experience with trust and corporate documents and regulations
- Experience with Microsoft Office and other office software.
The Company reserves the right to vary or amend the duties and responsibilities of the post holder at any time according to the needs of the Company’s business.
The statements contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak work periods or otherwise to balance the workload.
The Sovereign Group is proud to be an equal opportunities employer and encourage diversity throughout our company. We will not tolerate discrimination against protected characteristics (gender, age, sexual orientation, race, religion, disability, parental status, maternity etc). We ensure that no member of staff or any job applicants are treated less favourably than anyone else.
Equal Opportunities apply in all our working conditions including pay, hours of work, holiday entitlement, sick pay, recruitment, training, promotion etc.
