Trust Administrator

Praxis GroupGuernsey, WY
Onsite

About The Position

Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world. Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people. Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued. Be heard. Be part of the Praxis Group. Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.

Requirements

  • Educated to ‘A’ Level standard, or equivalent.
  • A minimum of 2 years’ relevant experience during which own portfolio of clients has been managed.
  • Strong written and verbal communication skills.
  • Good problem-solving skills.
  • A good team player.
  • Ability to work to deadlines with minimum supervision.

Nice To Haves

  • Willingness to study towards a relevant professional qualification i.e. STEP Certificate/Diploma.

Responsibilities

  • Day to day running of a small portfolio of clients, containing a mixture of trusts and companies.
  • Dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.
  • Ensuring that statutory records are kept up to date and are accurately maintained at all times.
  • Entering payments and identify receipts as required.
  • Preparation of minutes/resolutions of the Trustee / Board for routine matters.
  • Assisting with clearing any action points following the annual entity reviews.
  • Liaison with our respective departments regarding legal, accounting and taxation matters.
  • Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a non-complex nature.
  • General administrative tasks relating to the running of Trust and Company structures.
  • Ad hoc project work of a non-complex nature.
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