• Full Time
  • Jersey
  • field_60707606f7993 USD / Year

Website Belasko

Role Title: Trust Administrator

Reporting to: Senior Trust Manager
About the role
The purpose of this role is to take responsibility for a client portfolio and work alongside the Managers and Directors to assist them with all aspects of administration and client service in accordance with company policies and procedures.

The role will require regular interaction with staff at all levels across the Belasko Group along with clients and third-party service providers and advisors.
Key responsibilities include:
• Maintain secretarial and governance oversight and control for client entities;
• Maintain a high level of communication and interaction with clients and intermediaries as required;
• Maintain excellent client relationships;
• Assist with transactions undertaken by client entities whilst involving others where necessary;
• Organising, reviewing and occasionally preparing electronic and written banking instructions;
• Preparation and distribution of board packs for client entity board meetings where required;
• Attendance at client entity board meetings, drafting accurate minutes and standard form documentation;
• Ensure client requests and ad hoc queries are dealt with efficiently and in a timely manner;
• Take responsibility for ad-hoc projects as requested;
• Ensure legal, regulatory, secretarial and governance deadlines applying to client entities are met;
• Maintenance of statutory and systems records;
• Preparation of general letters and e-mails;
• Billing client entities;
• Arranging for bank accounts to be opened/closed;
• Completion of periodic and annual reviews;
• Ensuring bookkeeping records are up to date, in particular, that all monetary transactions are correctly reflected in client entity books on Navision;
• Contribute where appropriate to the oversight, control and development of policies, procedures and checklists relevant to the administration of client entities;
• Liaise with and maintain positive relationships with all intermediary firms whether they undertake work on the Belasko Group and/or its client entities or not;
• Identify opportunities to expand services to existing clients and new business opportunities;
• Assist with or compile packs regarding new business;
• Assist with mentoring and monitoring of trainee administrators and their workloads; and
• Helping other colleagues within the company with queries they may have on clients.

Qualifications & Experience:
• Relevant professional qualification/studying towards relevant qualification;
• At least 3-4 years’ trust and company experience;
• Understanding of local and international regulatory framework and good working knowledge of KYC and AML procedures;
• Familiarity with Outlook, Word and Excel Microsoft office applications; and
• Competent and confident in using on-line banking/payment systems.

Skills Required:
• Organisational and prioritisation skills;
• Common sense and problem solving skills;
• Attention to detail;
• Excellent interpersonal skills and communication skills with the ability to deal effectively with all levels of staff and management within the Belasko Group as well as clients and third-party service providers (where applicable);
• Commitment to best-in-class standards;
• Able to work independently;

• Integrity, honesty and professionalism;
• Be flexible with the specific requirements of the role;
• Enthusiasm to learn;
• Proactive, solution focused and self-sufficient; and
• Ability to achieve goals and deadlines.

To apply for this job email your details to HR@belasko.com