[KR11792] - Associate Relationship Management Trust Administrator - Kendrick Rose

Our client is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration. This full time role involves close and regular interaction with all members of the Family Office (FO) Team, Accountants, Compliance Officers and various external business contacts (including banks, investment houses, lawyers, external accountants and property managers/estate agents). The incumbent will report to the relevant FO Team Leader who is based in Jersey.

Principal Accountabilities:

Communication with third party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents such communication to be signed off by management
Client take on and entity formation/termination
Assist with KYC/CDD information collation and system input for client take on
Formation of trusts, companies and foundations in any jurisdiction
Termination of trusts, companies and foundations in any jurisdiction
Assist with transfers in/out of entities from/to other fiduciary providers
Assisting in client meeting preparations and efficient follow up of general matters arising
Handling documentation and resolutions with regard to transactions and restructures
Drafting of resolutions relating to payments and settlements, with assistance from Trustees. Assisting with drafting of Loan Agreements, Powers of Attorney, Facility Documentation, property transaction documents and any other documentation required to facilitate action required

Qualifications and Experience:

Educated to undergraduate qualified level
Some experience in the offshore and/or onshore financial services industry