Senior Trust And Company Administrator
CurrentI am responsible for the day-to-day administration of 50+ client structures for high-net-worth individuals/ultra-high-net-worth individuals with an approximate net worth across all client structures totalling +£350 million.My client portfolio includes trusts and companies holding a wide variety of assets including shares, bonds, private equity funds and commercial, residential and agricultural properties. These structures are administered in accordance with the relevant Trust Deeds and Articles of Association of each Company and ensuring that regulatory requirements are met. I oversee tasks for my client portfolio including, incorporations, liquidations, opening/closing investment portfolios and the transfer, acquisition and disposal process of various assets across multiple structures. I liaise and correspond with clients, intermediaries and authorities, scheduling and attending meetings where appropriate.I am also responsible for training and delegating appropriate tasks to junior staff members, reviewing their work to ensure their responsibilities are completed to a high standard and that deadlines are met.
