Trust Administator

                                                         Where potential has a first name

 

When you work with Saffery, you work with people who know your name. Who know you as a human being, not just a job title.

 

As a go-to, grounded firm, we use our skills, experience, and adaptability to act decisively in the moment to maximise opportunities for our clients’ growth. To enable their success. To help them achieve what they want to achieve.  

 

The best of you, the best of everyone here, makes us uniquely Saffery.

 

We are currently seeking a Trust Administrator to join us.  

 

- assisting with client onboarding and the formation of new trusts and companies

- populating and maintaining trust and company information in the data system (PlainSail)

- opening trust and company bank accounts 

- executing payments and other other bank transactions

- setting up and maintaining statutory records 

- preparing trustee resolutions and minutes of director and shareholder meetings

- preparing KYC packs and compliance questionnaires

- assisting with the completion of compliance and tax reports and returns

- producing financial reports and other helpful reports as may be requested

Your profile:

-          2+ years’ experience in the trust industry

-          Further education, while not mandatory, is a plus

-          Fluent in English (writing and speaking), other languages are an asset

-          Proficient in all relevant IT programmes

-          Excellent communication skills at all levels

-          Excellent organisation skills, accuracy and attention to detail 

-          Ability to work as part of a team with a positive and supportive attitude 

-          Ability to work independently, use initiative and prioritise work appropriately

-          Dedicated and highly professional attitude with commitment to best practice