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14 дней назад

Trust Administrator (Private Wealth)

Формат работы
hybrid
Тип работы
fulltime
Английский
b2
Страна
UK
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Trust Administrator (Private Wealth) (Trust Administration/Private Client): Supporting the administration of diverse trust structures and maintaining accurate trust records with an accent on trust reviews, investment reviews, transaction monitoring, and client service. Focus on reconciling bank statements, coordinating with beneficiaries and professional advisers, and managing confidential client information in a hybrid Bermuda-based role.

Location: Hamilton, Bermuda; hybrid work

Company

hirify.global provides fund services, corporate services, capital markets, private client, and regulatory and compliance solutions to asset managers, financial institutions, corporates, high-net-worth individuals, and family offices.

What you will do

  • Assist with the administration of trust structures and maintenance of trust records, files, and client databases.
  • Support trust reviews, investment reviews, and ongoing transaction monitoring.
  • Review and reconcile bank statements and assist with billing and receivables collection.
  • Respond to incoming correspondence within three working days and support client needs and meeting preparation.
  • Coordinate with corporate administrators, bankers, protectors, investment managers and advisers, settlors, beneficiaries, attorneys, and other professional contacts.
  • Participate actively in personal and company development.

Requirements

  • Strong organizational skills and the ability to prioritize workload.
  • Proficiency in Microsoft Office, particularly Microsoft Word; Viewpoint experience is an asset.
  • Strong written and oral communication skills.
  • Ability to deal courteously and effectively with clients, attorneys, and colleagues.
  • Ability to exercise discretion and maintain confidentiality in all matters.

Nice to have

  • Foundation Certificate in International Trust Management.
  • Experience with Viewpoint.

Culture & Benefits

  • Client-centric, ambitious, agile, collaborative, and ethical working environment.
  • Exposure to a diverse portfolio of trust structures and international private client work.
  • Opportunities for professional and personal development.
  • Equal opportunity employment with confidential handling of applicant information.

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