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For Companies At a Glance
- Tasks: Manage trusts and companies, ensuring compliance and preparing essential documents.
- Company: Join a prestigious Single Family Office supporting an ultra-high-net-worth family.
- Benefits: Enjoy a competitive salary and comprehensive benefits package.
- Why this job: Be part of a dynamic team, making impactful decisions in a supportive environment.
- Qualifications: STEP/Chartered Secretary qualification or equivalent experience preferred; trust administration experience is a plus.
- Other info: Ideal for experienced professionals looking to work in-house with a reputable family office.
The predicted salary is between 43200 - 72000 £ per year.
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.
Trust and Corporate Administration - Single Family Office employer: Victus Search
Contact Detail:
Victus Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust and Corporate Administration - Single Family Office
✨Tip Number 1
Familiarize yourself with the specific trust and corporate administration practices relevant to Single Family Offices. Understanding the nuances of managing trusts and companies in this context will set you apart from other candidates.
✨Tip Number 2
Network with professionals in the trust and corporate administration field, especially those who have experience with offshore jurisdictions. Building relationships can provide valuable insights and potential referrals for your application.
✨Tip Number 3
Stay updated on regulatory changes that affect trust and corporate administration. Demonstrating your knowledge of current laws and compliance requirements during interviews can showcase your expertise and commitment to the role.
✨Tip Number 4
Prepare to discuss specific examples from your past experience where you successfully managed trust or corporate administration tasks. Highlighting your hands-on experience will help illustrate your capability to handle the responsibilities of the position.
We think you need these skills to ace Trust and Corporate Administration - Single Family Office
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the specific responsibilities related to trust and corporate administration. Tailor your application to highlight your relevant experience in these areas.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous roles in trust and company administration. Mention any specific offshore jurisdictions you are familiar with and how your experience aligns with the needs of a Single Family Office.
Showcase Your Qualifications: If you have a STEP or Chartered Secretary qualification, make sure to mention it prominently. Discuss how your qualifications have prepared you for the tasks outlined in the job description.
Craft a Professional Cover Letter: Write a cover letter that reflects your understanding of the role and the Family Office environment. Use formal language and structure your letter to clearly outline your skills and experiences that make you a suitable candidate.
How to prepare for a job interview at Victus Search
✨Showcase Your Expertise
Make sure to highlight your strong working knowledge of trust and company administration. Be prepared to discuss specific offshore jurisdictions and structures you are familiar with, as this will demonstrate your suitability for the role.
✨Prepare for Technical Questions
Expect questions related to trust administration and corporate governance. Brush up on key concepts such as compliance with trust deeds, document preparation, and regulatory filings to show that you are well-versed in the necessary tasks.
✨Demonstrate Attention to Detail
Since the role involves managing a portfolio of trusts and companies, emphasize your ability to maintain accurate records and documentation. Share examples from your past experience where your attention to detail made a significant impact.
✨Ask Insightful Questions
Prepare thoughtful questions about the Family Office's operations and the specific challenges they face. This shows your genuine interest in the position and helps you understand how you can contribute effectively.
