Senior Trust Administrator

 

Recruiter:

Copper Quail

Job Ref:

794306213

Date posted:

Monday, September 13, 2021

Location:

Grand Baie, Mauritius, South Africa


SUMMARY:
-

POSITION INFO:

Senior Administrator required for a company that provides corporate administration, trust and fund services to international businesses.

  • To deal accurately with all issues and administration related tasks for a portfolio of trust and companies containing some complex client structures, receiving and handling efficiently all communications, ensuring all matters arising are fully and efficiently dealt whilst providing a high standard of service.
  • To provide trust and company administration services in Mauritius, BVI, Cayman islands and other jurisdictions, including progressive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet client expectations.
  • To administer an allocated caseload of more medium and high-risk clients, competently and autonomously with limited support of other team members.
  • If appropriate, responsibility for the training and development of junior administrators Key Duties and Responsibilities
  • Responsibility, in liaison with Team Leader and Management Team, for building and maintaining successful relationships with clients within portfolio. Regular contact with clients, principally by letter, e-mail and telephone and providing a quality and professional service.
  • Liaising with external advisors including investment advisers, asset managers, lawyers, accountants, brokers, tax advisers, auditors and other third parties, as necessary regarding client affairs
  • Assisting with and ensuring that all client requests/documentations are completed accurately and in a timely manner, taking any necessary action to improve the completeness of data and information including saving all documents to the company server
  • Carrying out comprehensive annual risk profiles reviews of trusts and companies within portfolio as well as meeting deadlines on internal team projects including CRS and economic substance
  • Closing of accounts per standard checklist by adhering to Company / Compliance procedures and to ensure satisfactory completion to the agreed timescales
  • Ensure all written and verbal communication is of the highest professional standard
  • Maintaining records of daily time spent on time billing modules
  • Complying with all regulatory and legislative requirements in accordance with the regulatory licenses held by the business, including any codes of practice and regulatory guidance

 

Professional Qualifications: Diploma qualified STEP or ICSA



 

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