Our client, a privately owned provider of a select range of bespoke services, focussing on personalised fiduciary and advisory services, is looking for a Senior Corporate & Trust Administrator.
Job Purpose
The Senior Corporate & Trust Administrator is responsible for the autonomous management of a portfolio of corporate and fiduciary structures, including companies, trusts, foundations, and related entities. The role holder will deliver high-quality administration services, ensure regulatory compliance, manage client relationships, and support the development of junior team members.
The incumbent will serve as a key point of contact for clients, intermediaries, banks, legal counsel, auditors, and regulators while ensuring that client affairs are administered efficiently and in accordance with applicable laws, regulatory requirements, and internal procedures. The Senior Administrator will also contribute to operational excellence and business growth through proactive client service and technical expertise.
Key Responsibilities
Portfolio Management
- Take full responsibility for the administration of a portfolio of corporate and trust structures.
- Ensure that all entities within the portfolio remain fully compliant with applicable statutory and regulatory requirements.
- Maintain accurate and up-to-date records for all client entities.
- Review portfolio activities and identify risks, opportunities, and matters requiring escalation.
- Monitor deadlines and ensure timely completion of all client deliverables.
Trust & Fiduciary Administration
- Administer trusts, foundations, and other fiduciary structures throughout their lifecycle.
- Coordinate trust distributions, trustee decisions, and beneficiary matters.
- Maintain trust records and ensure all fiduciary obligations are fulfilled.
- Review trust structures periodically to ensure continued suitability and compliance.
- Liaise with settlors, protectors, beneficiaries, trustees, and professional advisers.
Corporate Administration
- Manage incorporations, restructurings, liquidations, and ongoing administration of companies.
- Prepare and review board minutes, resolutions, corporate documents, and statutory filings.
- Coordinate annual compliance obligations and company secretarial requirements.
- Ensure proper maintenance of statutory records and governance documentation.
- Support transaction execution and corporate actions as required.
Client Relationship Management
- Act as the primary relationship manager for assigned clients.
- Develop trusted and long-term relationships with clients and intermediaries.
- Understand client objectives and provide practical administration solutions.
- Attend client meetings and participate in business development discussions when required.
- Maintain a high standard of responsiveness and client service.
Compliance & Risk Oversight
- Review and approve client onboarding documentation.
- Ensure KYC, AML/CFT, sanctions screening, and periodic reviews are completed within agreed timelines.
- Identify compliance concerns and work closely with the Compliance team to mitigate risks.
- Ensure all client files meet internal and regulatory standards.
- Assist with regulatory inspections, audits, and internal reviews.
Banking & Professional Liaison
- Coordinate banking matters, including account openings, signatory updates, and ongoing due diligence requests.
- Liaise effectively with auditors, legal advisers, tax consultants, investment managers, and regulators.
- Support clients in resolving administrative and operational matters across jurisdictions.
Leadership & Team Development
- Provide technical guidance and support to Administrators and Junior Administrators.
- Review work prepared by junior team members and ensure quality standards are maintained.
- Assist in onboarding and training new staff.
- Promote best practices and continuous improvement across the administration team.
- Act as a mentor and contribute to knowledge sharing within the department.
Operational Excellence
- Participate in process improvement initiatives.
- Contribute to departmental projects and strategic objectives.
- Assist management with reporting and special assignments.
- Ensure adherence to internal policies, service standards, and risk management frameworks.
Requirements
Qualifications
- Bachelor's Degree in Law, Management, Finance, Business Administration, Accounting, or related discipline.
- STEP Certificate or Diploma/Professional certification in Compliance, Governance, or Fiduciary Services will be an added advantage.
Experience
- Minimum 5-7 years' experience within a Management Company, Trust Company, Fiduciary Services Provider, Corporate Services Provider, or Financial Services organisation.
- Proven experience administering corporate and trust structures.
- Strong exposure to KYC, AML/CFT, company secretarial matters, and regulatory compliance.
- Experience dealing with international clients and intermediaries.
- Exposure to both Mauritius and international fiduciary environments.
- Proficient in MS Office and any Corporate Admin Software
Behavioural Competencies
- Builds trusted client relationships through professionalism, responsiveness, and commercial awareness.
- Provides mentorship, technical guidance, and support to team members.
- Demonstrates strong fiduciary and corporate administration expertise.
- Communicates effectively with clients, regulators, banks, and professional advisers.
- Takes ownership of work and consistently delivers against commitments.
- Maintains a high level of accuracy and quality in documentation and administration.
- Identifies issues proactively and develops practical, business-focused solutions.
- Acts with professionalism, discretion, and respect for confidentiality at all times.
Proactive reserves the right:
- To call only the shortlisted candidates for interview.
- Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.