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For Companies At a Glance
- Tasks: Manage trusts and corporate portfolios, ensuring compliance and documentation.
- 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.
- Other info: Ideal for experienced administrators with knowledge of offshore jurisdictions.
The predicted salary is between 48000 - 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 Administrator – 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 Administrator – 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 offshore jurisdictions and structures will give you a significant edge during discussions.
✨Tip Number 2
Network with professionals in the trust and corporate administration field. Attend industry events or join relevant online forums to connect with others who may have insights or opportunities related to Single Family Offices.
✨Tip Number 3
Stay updated on regulatory changes that affect trust and corporate administration. Being knowledgeable about current compliance requirements will demonstrate your commitment and expertise in the role.
✨Tip Number 4
Prepare to discuss your experience with document management systems and your ability to maintain accurate records. Highlighting your organizational skills will be crucial, as this role involves overseeing document storage and retrieval.
We think you need these skills to ace Trust and Corporate Administrator – 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. Highlight your relevant experience in these areas in your application.
Tailor Your CV: Customize your CV to reflect your experience with offshore jurisdictions, trust administration, and corporate governance. Use keywords from the job description to demonstrate your fit for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that outlines your qualifications and explains why you are interested in working for a Single Family Office. Mention any relevant certifications like STEP or Chartered Secretary.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all documents are professionally formatted and free of typos, as attention to detail is crucial in this role.
How to prepare for a job interview at Victus Search
✨Showcase Your Expertise in Trust and Corporate Administration
Be prepared to discuss your previous experience in trust and corporate administration in detail. Highlight specific examples where you successfully managed portfolios, prepared resolutions, or ensured compliance with trust deeds.
✨Demonstrate Knowledge of Offshore Jurisdictions
Since the role requires a broad knowledge of offshore jurisdictions, familiarize yourself with relevant laws and regulations. Be ready to discuss how you've navigated these complexities in past roles.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills. Think about situations where you had to implement decisions by Trustees or manage regulatory filings, and be ready to explain your approach.
✨Highlight Your Document Management Skills
Given the importance of document storage and retrieval systems in this role, emphasize your experience with maintaining historical data and documents. Discuss any software tools you are proficient in that can aid in this process.
