This is a unique opportunity for an experienced individual with a strong working knowledge of trust and company administration, looking to work in-house for a prestigious Single Family Office.
This would suit an experienced administrator, with a broad knowledge of offshore jurisdictions and structures.
The role offers hybrid working of 3 days in the office and 2 days from home.
The Family Office
The Family Office acts as a back office for an UHNW family, providing essential administrative support. You will be part of a team responsible for the finances and administration of a group of trusts and companies, managed by qualified directors on behalf of the ultimate beneficiaries.
The London office is divided into finance and trust administration. Assets include Private Equity, Hedge Funds, Equities, and Real Estate, with international investments primarily in the US and Europe. Acquisitions and disposals of assets are frequent and thoroughly documented, along with other trust/corporate decisions made by management.
The Role
Reporting to the Head of the Family Office, the role holder will manage a portfolio of trusts and/or companies, undertaking a variety of administrative tasks as outlined below.
Trust Administration:
- Prepare resolutions and implement decisions by the Trustees and Protector (distributions, advancements, bill payments, loans, etc.).
- Ensure compliance with the trust deed for Protector consent and other requirements for use of trust funds.
- Prepare deeds of appointment as needed.
- Organise and document bi-annual meetings of Trustees/Corporate directors.
- Obtain approval for payments and funding requests.
- Prepare reports for the Board of Directors of the Trustees.
- Input and maintain historical trust data/documents in relevant software.
- Oversee document storage and retrieval systems.
Corporate Administration:
- Assist with the Group's regulatory filings, liaising with foreign service providers to ensure deadlines are met.
- Prepare documents and organise bi-annual meetings for director elections and other business.
- Hold and document ad-hoc director meetings.
- Document financial and key decisions of directors.
- Respond to KYC requests.
- Prepare resolutions for trust fund movements and other corporate actions.
- Set up and document new bank accounts and investment management contracts.
- Maintain corporate minute books and records.
- Correspond with foreign registered offices.
- Input and maintain historical data/documents for each company.
Qualifications:
- STEP/Chartered Secretary qualification or equivalent experience preferred.
- Prior experience in trust and corporate administration is highly desirable.
- Ability to draft formal documents to a high standard.
Compensation:
A competitive salary and benefits package will be offered, commensurate with the duties and experience of the successful candidate.