Our client, Clermont is seeking a Trust Administrator to join their small team.
Clermont is an independent, dynamic and entrepreneurial group established for over a quarter of a century. Through their relationship-focused approach we provide bespoke fiduciary and family office services to private clients, families and institutions across the globe. They have offices in 7 jurisdictions and a headcount approaching 100 people globally although the local office retains that small office feel.
Role overview
The Administrator will play an active role in a team of trust and company administrators working closely with the Directors to deliver consistently high-quality service in the daily administration of a portfolio of Trust, Company and Private Client relationships.
The Administrator will be an organiser, a communicator, a finisher and a helper. They will take pride in everything they do, will like contact with others and respect their clients and will not be happy until the job is finished.
The Administrator will be given responsibility for a portfolio of clients and will be expected to know the affairs of those clients closely. The Administrator will be expected to establish a rapport with the client and to communicate effectively by telephone and email; to accept instructions from clients and to undertake to fulfil those instructions subject to advice and assistance from superiors where appropriate.
Duties and Responsibilities
- Administration of a portfolio of UHNW private clients comprising of diversified complex structures including trusts and companies
- Make distributions to beneficiaries
- Draft trust and company minutes and correspondence to clients
- Maintain and update Client Due Diligence
- Complete Annual Trust and Company Reviews
- File documents using efficient filing techniques
- Prepare annual validations
- Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionals
- Assist with Company Secretarial functions by taking part in the transfer of shares and update records for changes in directors and secretaries
- Assist Directors and Administrators with projects as and when required
- Assist with projects and ad hoc assignments as and when required
- Payment of invoices and other day to day tasks
- Maintain a good knowledge of company secretarial, compliance and anti-money laundering practice
- Assist with the preparation of meeting packs for client meetings
- Such other duties as may be required from time to time
Person Specification
- Qualified/part qualified or willing to undertake study for a professional qualification such as STEP
- Proven experience within an administrative role
- Enthusiastic
- Excellent time and organisational skills
- Excellent oral and written communication skills
- Strong interpersonal skills
- Enjoyment of working within a busy team within the Firm and contributing to the efficient operation of the portfolio
- Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system
Additional Information
For the right individual this role has the potential to offer progression through to a management role. Training and development support will be offered.
For further information, or to apply for this role please contact [email protected]