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4 часа назад

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
Administrator (Private Wealth) (Trust Administration): Supporting the administration of diverse trust structures and maintaining accurate trust records, files, and client databases with an accent on trust reviews, investment reviews, transaction monitoring, and client coordination. Focus on reconciling bank statements, managing billing and receivables, preparing client meetings, and handling confidential communication with beneficiaries, bankers, investment managers, and professional advisers.

Location: Hybrid, Hamilton, Bermuda

Company

hirify.global provides asset manager, issuer, private wealth, and corporate administration services, supporting clients with operational and regulatory complexity across 20 locations.

What you will do

  • Assist with administering diverse trust structures.
  • Support trust reviews, investment reviews, and ongoing transaction monitoring.
  • Review and reconcile bank statements, and assist with billing and collection of receivables.
  • Maintain accurate trust records, trust files, and client database information.
  • Respond to incoming correspondence within 3 working days and assist with client needs and meeting preparation.
  • Liaise with corporate administrators, bankers, protectors, investment managers and advisers, settlors, beneficiaries, attorneys, and other professional advisers.

Requirements

  • Strong organizational skills and the ability to prioritize workload.
  • Proficiency with Microsoft Office, particularly MS Word; Viewpoint experience is an asset.
  • Strong written and oral communication skills.
  • Ability to deal effectively and courteously 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

  • Hybrid work arrangement in Hamilton, Bermuda.
  • Full-time employment within the Americas region and Bermuda jurisdiction.
  • Culture centered on client focus, ambition, agility, collaboration, and ethical conduct.
  • Equal opportunity employer with confidential handling of applicant information.

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