Senior Trust Administrator

Praxis Group•Guernsey, WY

13d

About The Position

The Senior Trust Administrator is responsible for the day-to-day running of a portfolio of clients comprising trusts and companies. The role involves handling a variety of arrangements, including complex matters, under the supervision of a Trust Manager. The administrator also trains and assists junior staff with queries and problems. Praxis provides private wealth, corporate administration and yacht services to companies, individuals and families internationally. Its private wealth and corporate services teams work with clients and their advisers to deliver an efficient, informed and personal service in a fast-paced environment involving international clients and varied asset classes. Praxis describes its culture as collaborative, open and respectful, with a commitment to inclusion and its core values: inspire, listen, trust, and succeed together.

Requirements

Educated to A Level standard or equivalent.
At least 3 years of relevant experience managing an own portfolio of clients.
Strong written and verbal communication skills.
Good problem-solving skills.
Strong team player.
Ability to meet deadlines with minimum supervision.

Nice To Haves

A relevant professional qualification, such as a STEP Certificate or Diploma.

Responsibilities

Run a portfolio of trust and company clients on a day-to-day basis.
Ensure statutory records are up to date and accurately maintained.
Enter payments and identify receipts as required.
Prepare minutes and resolutions of the Trustee or Board for routine matters.
Assist with clearing action points following annual entity reviews.
Liaise with relevant departments on legal, accounting and taxation matters.
Communicate with clients and intermediaries by telephone and in writing on matters of varying complexity.
Complete general administrative tasks relating to trust and company structures.
Undertake ad hoc project work of varying complexity.
Train and assist junior staff with queries and problems.