Trust Administrator

Trust & Corporate Administrator

Responsibilities and duties :

• Assisting Trust & Corporation Senior Administrators on day-to-day administration of structures, designed by tax experts and attorneys, including Trusts, Foundations, and underlying companies across various jurisdictions
• Ensure structures are in good-standing and in compliance with internal guidelines and regulatory framework by preparing documents
• Draft Trustee’s and Directors’ resolutions and minutes of meetings
• Draft letters, memorandums, emails, and other necessary documents to communicate with relationship manager, compliance, and intermediaries
• Establish and maintain required internal documentation, files, and records
• Prepare documents and handle all aspects of bank account openings and closings
• Perform research to respond to internal and external inquiries
• Review and control Trust and Company financial statements prepared by accountants
• Interact and provide administrative support to Relationship Manager, Management, Compliance and various intermediaries

Qualifications and skills:

• Minimum of 2 years of working experience as a Trust Administrator, ideally in a family office or in an international fiduciary company
• Basic accounting skills and knowledge
• English fluency – written and spoken, French and Spanish are a plus

Interpersonal skills:

• Trustworthy and ability to maintain strict confidentiality
• Ability to work independently and follow through on assignments with limited direction
• Strong oral and written communication skills
• Detail-oriented with strong organizational and follow-up skills, as well as experienced in handling multiple projects simultaneously
• Excels in fast paced and evolving environment
• Strong time and project management skills, ability to prioritize, meet short deadlines and be punctual
• Highly motivated and team oriented
• Computer proficient and ability to use Microsoft Office and other software programs

Education / Certification / Licenses:

• CFC Commercial
• STEP Diploma ITM or equivalent