Senior 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.
Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.
Job Summary:
To manage the day to day running of their own portfolio of clients which will contain a mixture of trusts and
companies, dealing with a wide variety of arrangements which may be of a complex nature.
Job Accountabilities:
The day to day running of own portfolio of clients. Tasks will involve:
> Ensuring that statutory records are kept up-to-date and are accurately maintained at all times
> Performing annual reviews of all entities within own portfolio
> Liaison with respective departments regarding accounting and taxation issues
> Liaison with clients and intermediaries both by telephone and in writing
> May assist more junior staff with queries/problems
Minimum Education and Experience
> Educated to ‘A’ Level standard, or equivalent
> A minimum of 3 years’ relevant experience during which own portfolio of clients has been managed
> A relevant professional qualification i.e. STEP Certificate/Diploma
Required Skills
> Strong written and verbal communication skills
> Good problem solving skills
> A strong team player
> Ability to work to deadlines with minimum supervision
- Department
- Private Wealth
- Location
- Guernsey
- Employment type
- Full-time
- Working Status
- Office Based
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.