Senior Trust and Corporate Administrator

As a Senior Trust and Corporate Administrator, you will be responsible for managing the corporate secretarial services for a portfolio of clients, ensuring accurate administration, compliance with regulations, and high-quality service delivery.

Job Purpose

As a Senior Trust and Corporate Administrator, you will be responsible for managing the corporate secretarial services for a portfolio of clients, ensuring accurate administration, compliance with regulations, and high-quality service delivery.

Main duties

• To administer our existing clients & attend to queries in a timely manner and accurate way with a high service standard ensuring ownership through to completion
• Be the front facing and accountable for delivery of services to expected quality and timeline.
• Embrace change and be participative in driving the green scorecard
• Self-managed and self-discipline in dealing with internal issues/conflicts.
• Coach Junior members of the team in all areas of their work and provide in house training to colleagues on topics of relevance.
• Emphasize the culture of train the trainer and ensure training effectiveness test are carried out.
• Assist TL in driving the team and pass on the vision to other team members
• Be open to suggestions in driving the team towards the same goal.
• Working as part of the team (intra-connected) to achieve the departmental standards and targets
• Enhance the preparer checklist and reviewer checklist to mitigate any risk of errors.
• Maybe termed as a reviewer in times of high volumes.
• Ensuring compliance with anti-money laundering procedures in line with each jurisdiction regulations for the proper due diligence in gathering all the necessary data and information
• Proactively resolve clients moderate to complex issues and escalating to TL as required.
• Liaise with external parties such as bankers, investment advisors, registered agents and any other related parties
• Actioning payments and distributions/dividend in relation to client entities;
• Preparing minutes & resolution and ensuring client files are well maintained in an orderly manner;
• To assist on bank account openings/investment accounts and any other financial institution
• Assisting new business enquiries, collating documents and information for the company’s new business forum
• Assist in preparing documents for closure of Trust, Companies, Banks and Investment accounts & transfer out documents
• Any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.

 Qualifications:

• Bachelor's degree in business administration, finance, or a related field
• Relevant professional certifications, such as STEP or ICSA

 Experience:

• 5-7 years of experience in trust and corporate administration will be preferred
• Knowledge of relevant laws and regulations
• Experience managing client relationships
• Experience in shared services/outsourcing would be a define advantage.

 Skills:

• Strong communication and interpersonal skills
• Attention to detail and accuracy
• Ability to multitask and prioritize
• Proficiency in relevant software and systems
• Analytical and problem-solving skills
• Understanding of financial statements and accounting principles
• Ability to work independently and as part of a team.

The Company reserves the right to vary or amend the duties and responsibilities of the post holder at any time according to the needs of the Company's business.

The Sovereign Group is proud to be an equal opportunities employer and encourage diversity throughout our company.  We will not tolerate discrimination against protected characteristics (gender, age, sexual orientation, race, religion, disability, parental status, maternity etc). We ensure that no member of staff or any job applicants are treated less favourably than anyone else.

Equal Opportunities apply in all our working conditions including pay, hours of work, holiday entitlement, sick pay, recruitment, training, promotion etc.