A rare and fascinating opportunity awaits a professional with a strong grasp of Trust and company experience, offering an appealing in-house role within a dynamic Family Office in London.
The successful candidate will play a pivotal role in overseeing the finances and administration of a diverse portfolio of trusts and companies managed by qualified directors on behalf of ultimate beneficiaries.
About the Family Office:
- Team members work both from the London office and remotely, handling a range of assets including Private Equity, Hedge Funds, Equities, and Real Estate.
- International investments are prevalent, with a focus on the US and Europe.
- Rigorous documentation accompanies frequent acquisitions, disposals, and all trust/corporate decisions.
The Role: The role holder will undertake a variety of administrative tasks (including but not limited to the tasks set forth below) for a portfolio of trusts and/or companies and reporting to the Company Secretary and Head of Administration.
Trust Administration:
- Prepare resolutions for, and implement decisions of the Trustees and Protector regarding distributions, advancements, bill payments, loans, etc.
- Ensure compliance with the trust deed for Protector consent, (requirement for written deed, etc.) for every use of trust funds
- Prepare deeds of appointment when required
- Prepare documents for and organize bi-annual meetings of the Trustees/Corporate directors
- Obtain the requisite approval for all payments / funding requests
- Prepare reports for the board of Directors of the Trustees
- Input into relevant software program all historical data and documents for trusts
- Maintain system of document storage and retrieval
Corporate Administration:
- Assisting with the Group’s regulatory filings, liaising with relevant foreign service providers and ensuring that all filings are made prior to the filing deadlines
- Prepare documents for and organise bi-annual meetings to elect directors and deal with other relevant business
- Organise and hold ad-hoc meetings of the directors
- Document all financial and other principal decisions of the directors
- Responding to various KYC requests
- Document by resolutions all movements of trust funds from underlying companies to the trusts
- Prepare resolutions and documentation necessary to establish bank accounts, to contract with investment managers, etc.
- Maintain minute books and other corporate records of the company
- Correspond with the foreign registered offices of companies
- Input into relevant software program all historical data and documents for each company
- Maintain system of document storage and retrieval (including book of documents)
Qualifications: STEP/Chartered Secretary qualification or equivalent and/or related experience.
Compensation will be commensurate with the successful candidate’s experience. This position offers a unique opportunity to contribute to the growth and success of the Single Family Office.