Trust Administrator – EBTs and Pensions Team

Trust Administrator – EBTs and Pensions Team

SG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.

We have one clear purpose – to simplify life’s financial challenges. Providing a personal and holistic approach to wealth management, we know how to meet the needs of our clients with imagination, skill and attention to detail. We also understand the importance of creating strong relationships based on trust, service and expert knowledge.

About the team:

The purpose of the Fiduciary department is to deliver a high-quality trust and company administration service to the underlying client base in the most cost effective and commercial manner for the ultimate shareholder.

The business line has SG Trust Asia, SGKH Trust CI Limited and SGKH Trust London within its scope.

This role sits within the EBTs and Pensions business line within Fiduciary & Trust Services which provides administration and

trustee services to employee incentive and pension schemes.

Summary of Key Purposes of the Role:

·         To support trust officers in administering the day to day activities for several entity types, including but not

limited to: employee share schemes, pension schemes, and deferred compensation schemes, ensuring that

regulatory requirements, operational standards and controls are complied with.

·         The incumbent will assist the trust officers in the effective management of these structures and ancillary

internal projects ensuring that their workload is processed efficiently in accordance with established

deadlines.

·         On the job training on the trust structures will be provided and there is potential for supporting external

studies (e.g. ICSA/STEP)

Responsibilities:

·         Preparation of transaction paperwork, for example trust resolutions, investment instructions and inputting of payments

·         Assist with preparation of trustee meeting packs, updating schedules and being a source of administrative support for the team senior trust officers

·         Gain knowledge of the clients in the portfolio such that you can independently take on various trust administration tasks

·         Static Data updates using NAVOne

·         Assist with general filing/archiving/scanning for the team

·         Billing and working capital cycle – prepare monthly billing packs, send out invoices and debtor chasing

·         Maintain training and development to continually improve their ability and performance.

·         General assistance in internal projects such as FATCA/CRS reporting and KYC/administration reviews

·         General administration duties

·         Perform all duties in accordance with the principles outlined in the KH Code of Conduct, and the SG Code, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that focuses on the long-term sustainability of client relationships and delivers good outcomes to retail clients

·         Good numeracy and literacy skills

·         Ability to demonstrate effective communication and relationship building skills, in order to seek information, understand others, facilitate teamwork and build confidence

·         Knowledge of Microsoft Office applications (Word/Excel/Outlook)

·         Experience of an office environment helpful

·         Attention to detail and accuracy

·         Ability to deal with conflicting demands under pressure

·         Client focus

·         Ability to work well in a team

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.