Senior Trust Administrator
il y a 1 jour
Job description
Meraki Talent is working with a leading provider of trust and financial services, dedicated to helping individuals and businesses manage and protect their assets. With a strong presence in the Luxembourg, our client offers a comprehensive range of fiduciary services tailored to our clients' specific needs. Our clients' team is committed to delivering exceptional service and building long-term relationships based on trust and integrity.
**Responsibilities**:
- General administration of a portfolio of Trust & Companies
- Statutory work (minutes, agreements, Trust Instruments as required)
- Liaise with clients, intermediaries and other institutions
- Purchase and sale of a wide range of investments and assets including properties
- Making payments, distributions, invoices, investments etc
- Involvement in the investment process, entering the purchase/sale of investments into the
Trust/Company books and ensuring that all investments are up-to-date.
- Client due diligence - ensuring CDD is up-to-date
- Preparation of client reports
**Skills & Experience**:
- Strong communication (verbal & written) and interpersonal skills
- Ability to work using own initiative and be open to changes in office ways of working
- Ability to work in a team, communicate well and collaborate
- Willing to learn and adapt to new regulations and environments
- Management of team
**Qualifications**:
- STEP or ICSA qualified - or willing to complete
- Good GCSE/O Levels including English and Mathematics
- Focus on continuous improvement and development
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