Trust and Company Administrator

Department: STM Fidecs Management Limited

Location: Gibraltar

Reporting to: Client Services Manager

Direct Reports: None



JOB OBJECTIVE

To assist with the management and administration of a portfolio of trusts and companies managed by FML, with a focus on commerciality, effective service, quality, productivity, and efficiency.

KEY RESPONSIBILITIES

  • Liaison with clients and advisers in respect of service issues via telephone and other electronic interfaces
  • Preparation of correspondence, documentation, including minutes and ancillary documentation
  • Preparation of incoming monies forms, payment instructions and monitoring execution of instructions
  • Preparation and execution of accurate statutory records, ensuring full audit trail maintained
  • Execution of client transactions
  • Monitoring of client assets
  • Dealing with ad hoc requests
  • Maintain client data within a primary management information system
  • Undertake and manage time recording and client billing process
  • Debt collection as required

KEY COMPETENCIES

  • Business orientated 
  • Computer literate
  • Familiar with the principles of trust and company administration
  • Ability to interact effectively with clients at all levels
  • Strong interpersonal skills/team player

KEY INTERFACES

  • Management
  • Peer group within the Division
  • Staff
  • Central Services
  • Clients
  • Bankers
  • Investment, Legal and Tax Advisers
  • Government offices
  • Company Agents


ROLE SPECIFICATION

KNOWLEDGE AND SKILLS

  • Suitably educated  with a high standard of English and mathematics
  • Experience in administering trusts and companies
  • Ability to identify risks associated with client transactions
  • Familiar with trust and company software
  • Experience of an office environment
  • Attentive to detail
  • Ability to prioritise, set own deadlines and work accurately to tight deadlines

The tasks listed are not meant to be exhaustive and you may be asked to undertake other reasonable tasks of a similar nature, but which are not explicitly listed in the job description, and assist other teams with their portfolios.

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