Posted 23 July, 2026
Trust Administrator
Carey Olsen Group Services Limited
Southampton, ENG, GB
Full Time
Job Description
We are looking for a Trust Administrator to work as part of our Trust Services Provider team. As part of our entrepreneurial team, you will play a key role in the proactive development and delivery of the highest standard client trust services, with the full support of senior management.Our clients include a diverse range of trust structures and companies, and you will assist with their day-to-day administration, statutory and regulatory compliance, transactions and governance processes. You will also be actively encouraged to contribute towards the business by identifying improvements in processes, policies and procedures and any other service innovation changes that would further improve the client experience and ensure the highest standards of regulatory compliance and risk management for the business.This role can be based in either our Bermuda office or remotely from a base in the United Kingdom.Principal duties include :Administration of a portfolio of trust structures in accordance with internal policies and procedures and Bermuda's statutory and regulatory requirementsAssisting the Trust Managing Director to analyse and interpret trust deeds and related documents with a focus on reviewing trust documents for legal, tax, administrative and investment issuesMaintaining current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the trustees fiduciary dutiesEnsuring trust transactions are properly recorded and statutory registers for clients are correct and completeOrganising meetings, preparation of agendas, draft minutes and trustee resolutions and following up with the business in respect of action items to be completedAttending to routine filings with Registrar of Companies, Bermuda Monetary Authority and other Bermuda government and regulatory bodies, as requiredAssisting the team with requests and liaison with tax, accounting, legal advisors, investment managers and banksIndependently responding to email queries and proactively engaging in the businessRequesting and reviewing new and updated Client Due Diligence information from clients, as required, to ensure compliance with all applicable AML/ATF, sanctions and related requirements and general compliance dutiesMaintaining awareness of operational risk, anti-money laundering and compliance risks, taking action to limit exposure to risk and identify issues to management?The ideal candidate will:Have at least 3 years' client-facing trust and/or corporate services experienceHave a Bachelor's Degree in a relevant fieldBe holding or studying towards a Diploma in International Trust Management (STEP)Be holding chartered status or studying towards graduate status from the Corporate Governance Institute (formerly ICSA) would be advantageHave excellent verbal and written communication skills; minute taking experience would be a definite advantageHave attention to detail and excellent organisational skillsHave experience in the use of Viewpoint entity administration software or equivalentThis role will be working a 35 hour week, with 1 hour for lunch. Standard hours are 11am to 7pm, Monday to Friday.Please click on "Apply for this job" to submit a CV for this vacancy.TPBN1_UKTJ
