We are looking on behalf of our client for a Senior Administrator who can assist with the management of
a portfolio of trusts and companies.
Duties include, but are not limited to:
- Assisting with the day-to-day management and oversight of a portfolio of trusts and companies in
accordance with applicable laws, regulations, and the terms of governing instruments. - Liaison with the Corporate Services Department in relation to the administration of all client entities
- Drafting, preparation and review of minutes of Trustee meetings.
- Review of deeds and other ancillary documents.
- Liaison with Banking Department including assisting in bank account opening process,
preparation of payment instructions and monitoring execution of bank transfers - Liaison on a daily basis with colleagues from other professions including with lawyers,
accountants, investment brokers, bankers, property managers, agents, etc. - Coordination with tax and legal advisors (in consultation with internal tax/legal persons)
- Liaison with, where appropriate, settlors, protectors, beneficiaries, and their advisors
- Analysis and management of situations involving potentially high fiduciary risk, using technical
knowledge and exercising sound judgement - Undertaking periodic risk review and client review on a frequency determined by the business.
- Ensuring all client assets are correctly identified, allocated, protected and under full custody
and control - Ensuring procedures, standards and protocols are adhered to and uphold sound working
practices to the satisfaction of key internal and external stakeholder/regulators, compliance and
auditors. - Attending regular meetings with the Department Head, Director and other internal tax/legal
persons as necessary to discuss matters relating to the portfolio. - Ensuring the initial input of statutory data on to View point upon establishment/take-on of client
entities and the subsequent maintenance of these statutory records.
Requirements:
- Educated to degree level or equivalent combination of education, training and experience.
Completed (or currently undertaking) relevant industry training or qualifications (e.g. STEP - Diploma in International Trust Management, Chartered Governance Institute CILEX or
equivalent) or significant equivalent experience. - Practical experience of trust and/or company administration
- Knowledge of the principles of trust management and/or of corporate governance including
an understanding of corporate ownership structures and their tax implications and applicable
laws and regulations in Gibraltar and/or other international jurisdictions. - Knowledge and understanding of trust deeds and associated legal documents
- Experienced in the preparation of minutes and other ancillary documents, preparation of
payment instructions and monitoring execution of instructions - Understanding of local regulatory requirements including tax implications of various structures
- Familiar with KYC and Anti-Money Laundering procedures
