Purpose of the role:
You will liaise with clients and professionals, respond to queries, requests, instructions and advice provided, implementing with prior management agreement/authority as required.
Responsibilities:
- Carry out all fiduciary duties in line with the requirements of the relevant trust/company law, maintaining records on the business software or paper-based
- Assist with the training and development of members of the Administration team
- Help the Business and Administration team with objectives through active involvement in projects, supporting continuous improvement philosophy through ideas and positive attitude to change
- Attend meetings with Trust Manager to discuss administrative matters relating to own portfolio
- Ensure discharge of fiduciary obligations in conjunction with compliance and duties as a ‘C’ signing authority of JTC and its Subsidiaries
- Report to Manager on a regular basis in agreed formats on all appropriate administration issues
Skills required:
- A Table 4 qualification required
- Good knowledge of relevant trust and company law and fiduciary principles legislation and regulatory requirements
- Good knowledge and application of “Proceeds of Crime Law” and regulatory guidelines
- Commercial and fiduciary risk awareness
- Sound practical knowledge and understanding of Trust deeds and associated legal documents
- General understanding of global tax practice affecting the industry including UK and US tax legislation, FATCA and CRS