Trust & Company Administrator

Job Purpose: The Trust Administrator will assist the team by completing the day to day administration of Trusts and Companies in respect of those entities assigned or as required to them, in order to meet objectives with respect to time utilisation by the maintenance of clients' records. The ATA / TA will take pride to fulfil the role by administering a portfolio of clients and will be expected to know the affairs of those clients. With guidance and support from their supervisor or manager, will maintain the files differentiating between correspondence, accounting records, important and permanent documents as required for each of their cases. This will also include drafting of minutes and correspondence, maintain client due diligence and ensuring that client funds are at all times managed effectively and efficiently and that financial transactions are undertaken with the utmost attention to accuracy and detail. The ATA / TA will ensure Companies and Trusts under administration are meeting their statutory obligations and requirements by having a good understanding of all relevant laws, orders and regulations in force governing that type of business. Summary of responsibilities: To …