About the Role
We are looking for a proactive and detail-oriented Trust Administrator to join our Private Client team. This is an excellent opportunity to gain exposure to a diverse portfolio of trust structures, working closely with clients, beneficiaries, bankers, investment managers, and other professional advisers.
Ready to apply for roles like this?
Unlock the company name and direct application link. Subscribers get instant access to fresh jobs across Dubai, Abu Dhabi and Riyadh, many with visa support.
Unlock employer & apply directly
Main Responsibilities
- Assist with administering trust structures
- Assist with conducting Trust Reviews, investment reviews, and ongoing transaction monitoring
- Assist with review and reconciliation of bank statements
- Assist with billing and collection of receivables
- Ensure accuracy and detail of trust records, the trust file, and client database
- Attend to all incoming correspondence within 3 working days
- Assist with client needs and preparation of meetings, as required
- Liaise with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors, and beneficiaries
- Take an active role in personal development and company development
Qualifications
Knowledge, Skills, and Experience
- Currently holding the Foundation Certificate in International Trust Management would be a benefit but is not required
- Good organizational skills and the ability to prioritize workload
- Proficient in the use of Microsoft Office suite of programs, specifically MS Word, with Viewpoint being an asset
- Strong written and oral communication skills
- The ability to deal effectively and courteously with clients, attorneys, and colleagues, and exercise discretion and confidentiality in all matters
Core Values
All staff are expected to embody our core values that underpin everything we do and that reflect the skills and behaviors we all need to be successful. These are:
- CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient, and effective.
- COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
- ETHICAL – We behave with integrity at all times, assuming positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
Region: Americas
Jurisdiction: Bermuda
