Job description
Description
Stonehage Fleming is one of the world's leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration.Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to- day advice and administration to over 250 families of wealth. The Group employs over 900 people in 19 offices in 14 jurisdictions around the world.
WORKING RELATIONSHIPS
The position will report to the Assistant Director of the Family Office in Guernsey. This role involves close and regular interaction with all members of the Family Office team, Accounting, Banking and Investment teams as well as external business contacts such as banks, administrators and clients.
OVERALL PURPOSE
The Senior Administrator will work as part of the Client Workgroup within the Family Office team in Guernsey and will deal with all aspects of administration of multi-jurisdictional trusts and companies always ensuring excellent client service. Personal Development Plans will be agreed on an annual basis. Training will be provided as necessary.
Key Responsibilities
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
• Perform all aspects of trust and company trust administration
• Manage and maintain an awareness of the workflow relating to your portfolio
• Liaising with clients and intermediaries in relation to a variety of transactions, preparation of relevant transactional documentation, including minutes, resolutions etc.
• Open and maintain bank accounts, including payment instructions, reviewing bank and assets statements
• Arranging, investment reviews for both trusts and companies and interpreting the outcomes and actions ensuring any requirements are implemented
• Maintain company and trust records, including due diligence, in line procedures and AML regulations
• Maintain accurate timesheets daily
• Demonstrate technical knowledge and understanding of transactions demonstrating commercial acumen
• Provide support and guidance to other members of the team
• Recognise and contribute to the mitigation of risk, ensuring compliance with legal and regulatory requirements
• Participate in ad hoc projects as required
QUALIFICATIONS AND SKILLS
Skills
• Experienced in trust and company administration, with excellent technical knowledge of trusts
• Contribute to the teamwork ethos
• Ability to work as a member of their immediate team or a wider team across different jurisdictions
• Ability to communicate effectively with clients, staff and management in several different jurisdictions
• Be highly organised with a systematic work method and good attention to detail
• Have excellent inter-personal and client relationship skills, having a sense of ownership of your client relationships maintaining excellent services levels
• Good understanding of associated regulatory requirements
• An understanding of UK and SA tax planning would be an advantage.
• Ability to work efficiently, under pressure and within tight deadlines
Education and Experience
• Educated to at least GCSE level or equivalent
• Qualified STEP or ICSA
• Have 4 - 5 years' experience in the administration of trusts and international companies
COMPETENCIES AND BEHAVIOURS
• Confidence to liaise with senior management and heads of other Group functions