Administrator - Private Wealth

Job Description

Purpose of role 

We are looking for a proactive and detail-oriented Trust Administrator to join our Private Client team. This is an excellent opportunity to gain exposure to a diverse portfolio of trust structures, working closely with clients, beneficiaries, bankers, investment managers and other professional advisers.

Main Responsibilities

• Assist with administering trust structures
• Assist with conducting Trust Reviews, investment reviews, and ongoing-transaction monitoring 
• Assist with review and reconciliation of bank statements
• Assist with billing and collection of receivables
• Ensures accuracy and detail of trust records, the trust file and client database.
• Attends to all incoming correspondence within 3 working days.
• Assist with client needs and preparation of meetings, as required
• Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries.
• Takes an active role in personal development and company development.

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Qualifications

Knowledge, Skills and Experience 

• Currently holding the Foundation Certificate in International Trust Management would be a benefit but is not required
• Good organizational skills and the ability to prioritise workload
• Possesses good organizational skills
• Proficient in the use of Microsoft Office suite of programs, specifically MS Word with Viewpoint being an asset 
• Strong written and oral communication skills.
• The ability to deal effectively and courteously with clients, attorneys and colleagues, and exercise discretion and confidentiality in all matters.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

information will be kept confidential according to EEO guidelines.