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Temporary. Trust Administrator (Temp)

Job Reference: 516544

As an Administrator, you will assist clients by anticipating their needs, and responding to their inquiries on a timely basis. Communicate clearly and effectively and follow-up on outstanding items related to client requests and the overall administration of client accounts.

Responsibilities:  
  • Administering portfolio of clients 
  • Liaising with attorneys, accountants, brokers, insurers, property managers, and other professionals for advice and recommendations, as appropriate
  • Preparing annual financial statements, payments/distributions to designated persons, renewal of insurance policies and that all statements and reports are supplied in a timely manner
  • Preparing company minutes and annual returns and updating statutory records
  • Reviewing financial statements after preparation by accounting department 
  • Ensuring prompt and accurate fee billing and collection of resulting fee income.
  • Maintaining time-spent records for each account
  • Document and escalate any unusual occurrences or fraudulent activity to Compliance Officer/Supervisor as per the Anti-Money Laundering Guidelines

Requirements:    

  • Bachelors Degree
  • At least three years experience within a Trust or Wealth Management environment
  • Knowledge of the interpretation and application of trust documents
  • Detailed oriented and accurate
  • Ability to multi-task and prioritize
  • Good knowledge of AML/CFT legal and regulatory framework
Hourly rate based on your experience plus benefits. 

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.

Apply for this role

Chelsea Flynn
Co-Founder

chelsea@theagency.ky
+1 345 743 1771

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