Trust Administrator
Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.
Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.
Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.
Be heard. Be part of the Praxis Group.
Job Summary:
Day to day running of a small portfolio of clients. These contain a mixture of trusts and companies dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.
Job Accountabilities:
Day to day duties will include:
Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
Entering payments and identify receipts as required
Preparation of minutes/resolutions of the Trustee / Board for routine matters
Entity reviews – to assist with clearing any action points following the annual reviews
Liaison with our respective departments regarding legal, accounting and taxation matters
Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a non-complex nature
General administrative tasks relating to the running of Trust and Company structures
Ad hoc project work of a non-complex nature
Minimum Education and Experience
Educated to ‘A’ Level standard, or equivalent
A minimum of 2 years’ relevant experience during which own portfolio of clients has been managed
Willingness to study towards a relevant professional qualification i.e. STEP Certificate/Diploma
Required Skills
Strong written and verbal communication skills
Good problem-solving skills
A good team player
Ability to work to deadlines with minimum supervision
Additional information
In addition, all our team members are expected to be committed to our core values:
· We inspire
· We listen
· We trust
· We succeed together
- Department
- Private Wealth
- Locations
- Guernsey
- Remote status
- Hybrid
- Employment type
- Full-time
- Working Status
- Hybrid
About Praxis Group
We are an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.