This is a unique opportunity for an experienced individual with a strong working knowledge of trust and company administration, looking to work in-house for a prestigious Single Family Office.
This would suit an experienced administrator, with a broad knowledge of offshore jurisdictions and structures.
The Family Office
The Family Office acts as a back office for an UHNW family, providing essential administrative support. Acquisitions and disposals of assets are frequent and thoroughly documented, along with other trust/corporate decisions made by management.
The Role
Reporting to the Head of the Family Office, the role holder will manage a portfolio of trusts and/or companies, undertaking a variety of administrative tasks as outlined below.
Trust Administration:
*Prepare resolutions and implement decisions by the Trustees and Protector (distributions, advancements, bill payments, loans, etc.).
*Ensure compliance with the trust deed for Protector consent and other requirements for use of trust funds.
*Prepare deeds of appointment as needed.
*Organise and document bi-annual meetings of Trustees/Corporate directors.
*Obtain approval for payments and funding requests.
*Prepare reports for the Board of Directors of the Trustees.
*Input and maintain historical trust data/documents in relevant software.
*Oversee document storage and retrieval systems.
Corporate Administration:
*Assist with the Group’s regulatory filings, liaising with foreign service providers to ensure deadlines are met.
*Prepare documents and organise bi-annual meetings for director elections and other business.
*Hold and document ad-hoc director meetings.
*Document financial and key decisions of directors.
*Respond to KYC requests.
*Prepare resolutions for trust fund movements and other corporate actions.
*Set up and document new bank accounts and investment management contracts.
*Maintain corporate minute books and records.
*Correspond with foreign registered offices.
*Input and maintain historical data/documents for each company.
Qualifications:
*STEP/Chartered Secretary qualification or equivalent experience preferred.
*Prior experience in trust and corporate administration is highly desirable.
*Ability to draft formal documents to a high standard.
Compensation:
A competitive salary and benefits package will be offered, commensurate with the duties and experience of the successful candidate.