Trust Administration

• Manage the day-to-day administration of trusts and related private wealth structures.
• Maintain accurate trust records, registers, resolutions, minutes and supporting documentation.
• Prepare trustee meeting packs, agendas, minutes and written resolutions.
• Coordinate trustee decisions and ensure appropriate documentation and approvals are maintained.
• Process distributions, contributions and other trust-related transactions.
• Maintain records relating to beneficiaries, settlors, protectors and trustees.
• Monitor key trust dates, reporting obligations and administrative deadlines.
• Assist with the establishment, amendment, restructuring and closure of trusts and associated entities.

UHNW & Family Office Support

• Provide administrative support across the client's wider private wealth structure.
• Liaise confidentially with the Principal, family members and authorised representatives where required.
• Coordinate with lawyers, accountants, tax advisers, investment managers, banks, trustees and other professional advisers.
• Support administration relating to family investment vehicles, holding companies, foundations and SPVs where applicable.
• Assist with documentation relating to significant assets and investments.
• Ensure sensitive family and financial information is handled with the highest level of discretion and confidentiality.

Governance & Compliance

• Ensure trust administration complies with relevant trust deeds, governing documents and applicable legislation.
• Maintain KYC, AML and client due-diligence documentation.
• Coordinate periodic compliance reviews and ensure records remain current.
• Support regulatory and statutory filings where applicable.
• Maintain beneficial ownership and corporate records for associated entities.
• Work closely with legal and tax advisers on cross-border trust and wealth-structuring matters.
• Ensure appropriate governance and approval processes are followed for transactions and distributions.

Banking & Financial Administration

• Liaise with private banks, investment managers and financial institutions.
• Coordinate account openings, banking documentation and authorised signatory requirements.
• Process and monitor payments and distributions following appropriate approvals.
• Maintain accurate records of trust assets, liabilities and transactions.
• Assist with cash-flow monitoring and periodic financial reporting.
• Coordinate with accountants regarding trust accounts, tax returns and annual financial statements.

Documentation & Reporting

• Maintain comprehensive electronic and physical trust files.
• Prepare periodic trust administration and asset reports.
• Maintain accurate records of investments, properties and other assets held within trust structures.
• Ensure documentation is appropriately executed, filed and readily available for audit or regulatory review.
• Establish effective systems for tracking deadlines, actions and outstanding documentation.