When you work with Saffery, you work with people who know your name. Who know you as a human being, not just a job title.
As a go-to, grounded firm, we use our skills, experience, and adaptability to act decisively in the moment to maximise opportunities for our clients’ growth. To enable their success. To help them achieve what they want to achieve.
The best of you, the best of everyone here, makes us uniquely Saffery.
We are currently seeking a Trust Administrator to join us.
You will be supporting a team with the management of a portfolio of trusts and companies by assisting with the daily administrative tasks including:
- assisting with client onboarding and the formation of new trusts and companies
- populating and maintaining trust and company information in the data system (PlainSail)
- opening trust and company bank accounts
- executing payments and other other bank transactions
- setting up and maintaining statutory records
- preparing trustee resolutions and minutes of director and shareholder meetings
- preparing KYC packs and compliance questionnaires
- assisting with the completion of compliance and tax reports and returns
- producing financial reports and other helpful reports as may be requested
Skills, Knowledge and Expertise
Your profile:
- 2+ years’ experience in the trust industry
- Further education, while not mandatory, is a plus
- Fluent in English (writing and speaking), other languages are an asset
- Proficient in all relevant IT programmes
- Excellent communication skills at all levels
- Excellent organisation skills, accuracy and attention to detail
- Ability to work as part of a team with a positive and supportive attitude
- Ability to work independently, use initiative and prioritise work appropriately
- Dedicated and highly professional attitude with commitment to best practice
Benefits
What you will get:
- You will join a dynamic team within a friendly working environment
- Support for professional qualifications and training
- Agile working policy with 2 days working from home after probation period
- 25 days of holidays, and an additional day after 2 years of service up to a maximum of 5 days after 7 years of service.
- Wellbeing activities such as weekly yoga classes.
- In case of accident or illness, salary covered at 90%, and the non-professional accident contribution paid by the firm.
- Social activities organised by the firm: Summer Party, Fun Day, International Dinner, etc…
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