Senior Trust and Corporate Administrator

Full Time
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Senior Trust and Corporate Administrator

Sovereign (Mauritius) Limited is recruiting a Senior Trust and Corporate Administrator to form part of their team.

This role involves duties related to the administration of trusts, companies and some retirement products structures.

Responsibilities will include a range of duties to support a small portfolio of Trusts, Companies, Foundations and Limited Partnerships; reporting to the Trust Manager.

Duties and Responsibilities:

  • Processing client requests for information in a timely and accurate way;
  • Actioning payments and distributions in relation to client entities;
  • Checking and understanding investments made and proposed for client entities and ensuring all documentation is completed and followed up as necessary;
  • Maintaining up to date accounting records and liaising with the Finance Department as necessary;
  • Preparing asset statements;
  • Preparing loan agreements and minutes and ensuring client files are well maintained in an orderly fashion;
  • Maintaining a diary of actions made and planned for client entities ensuring a thorough and organised approach that takes account of compliance and due diligence responsibilities;
  • Attending client meetings and meetings with service providers as required, recording actions and providing action as required;
  • Providing guidance to junior members of the team, as required;
  • Providing in house training to colleagues on topics of relevance to the company;
  • Undertaking project work as required;
  • Reviewing bank statements/monetary movements on client entities to ensure compliance with AML policies;
  • Assisting new business enquiries, collating documents and information for the company’s new business forum
  • Undertaking file reviews as required;
  • Liaising with the in-house legal department regarding documentation or client requests;
  • Recording all time spent on client entities and assisting with collection of fees
  • Working as part of a small team to achieve the departmental standards and targets;
  • Liaising with the Compliance team to ensure adherence to regulatory and compliance standards;
  • Taking responsibility for own personal development, in line with agreed annual performance appraisal objectives;
  • Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.


  • Degree holder, STEP Certificate or Diploma, ICSA Certificate/Diploma or partly qualified
  • At least 5 years’ experience as a Trust/Corporate Administrator or in a similar position
  • Exposure to retirement structures would be an advantage
  • Thorough understanding of Compliance and KYC requirements
  • Good understanding of relevant regulations on Money Laundering, countering Financial Crime
  • Excellent knowledge of Microsoft Office tools
  • Good communication skills in English and French
  • Good organisational skills
  • Good interpersonal skills
  • Accurate with good attention to detail
  • Good people management skills
  • Be flexible and ability to adapt easily
  • Ability to multi-task and work under pressure
  • Good time management skills

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