Administrator – Trust & Corporate

About the job
As we’re growing as a Management Company, we are looking for Administrators – Trust & Corporate for our Mauritius office. Our ideal candidate will have experience in the trust and fiduciary industry and able to be a crucial part of delivering the Trust and Company Client admin activities.

Our Business:

Accuro is an independent, award-winning, and progressive trust and private office business, striving to be the best in the world and for the world in the fulfilment of our mission: to care for families and their wealth responsibly across generations. When we founded Accuro, our vision was to change our industry for the better. We believe that the traditional way of preserving wealth is no longer viable. Today, the key to responsible trust management is understanding families and their complex dynamics, as well as the world we live in.

From our Board to our newest recruits, everyone has a role to play in moving Accuro forward, delivering exceptional service for our clients, challenging our industry, and striving to do good for all our stakeholders: our employees, our clients, the planet and all its people.

At Accuro we share our success with all of our team. This is why we have ensured that a share of the business is held for the benefit of all our staff with whom annual profits are shared.

The ideal candidate will be having the following:

Responsibilities:

Client Administration

• Collaborate with RMs on client transactions, including participation in meetings and discussions.
• Ensure all tasks are completed within set deadlines and logged appropriately.
• Maintain secure safekeeping of client documentation and records.
• Draft resolutions and complete checklists for a wide range of transactions.
• Process incoming funds and assets, payments, and investment instructions.
• Manage investment subscriptions, redemptions, and loan agreements.
• Handle applications and renewals for loan agreement, Subscription agreements/SPA, as well as LEI.
• Coordinate notarisation of documents and approval processes for beneficiary changes and deeds of indemnity.
• Arrange signing of financial statements and approval of Letter of Engagement for audit purposes.
• Provide assistance in approval and payment of annual returns and powers of attorney.

 

Regulatory Liaison

• Prepare correspondence with regulatory authorities including FSC, ROC, and MRA.
• Handle applications and renewals for TAN and Tax Residence Certificates (TRC).
• Execute statutory changes and filings for Companies.
• Prepare share acquisitions, transfers, and overseas register/ATED filings.

 

Entity setup and closures:

• Create and organise folders for NBC documentation and save the documents accordingly.
• Prepare welcome packs for new entities.
• Help in the full lifecycle of Trust and Company closures.
• Coordinate transfers out of trusts and companies.

 

Banking and Investment Coordination

• Facilitate opening and closing of bank and investment accounts.
• Respond to ad hoc requests from banks, investment houses, and registered agents.
• Conduct IBCI reviews and submit relevant forms (W8-BEN, FATCA, CRS, Self-Certification).

 

Compliance and Risk Management

• Submit CDD documentation for compliance approval.
• Perform Google, World Check, Scrutiny, and Screening checks.
• Maintain Register of Beneficial Owners.
• Monitor and report on transactions in line with compliance protocols.

 

Internal Collaboration and Projects

• Support internal KPI tracking and project work in collaboration with RMs, SRMs, and CSEs.
• Ensure settlement of ATML fees and resolution of investment review outcomes.
• Monitor high cash balances and action RACC points.
• Complete file reviews and 90-day reviews.
• Clean up dashboards including loan cards and FATCA/CRS links.
• Conduct IHT and FATCA/CRS reviews.
• Maintain and update insurance cards.

 

Qualifications & Experience:

• Expect relevant on the job experience (must have at least 2 years in Trust and Corporate Administration).
  Starting towards STEP or ICSA qualification.

 

Skills Required:

• Good working knowledge of the Trust and Company administration.
• Ability to prioritise workload.
• Self-motivated with good communication skills with colleagues and external intermediaries.
• Working towards attaining a good practical knowledge of trust and company administration.
• Organised, accurate, prepared to take ownership of tasks and understanding when to ask for advice or support.
• Following tasks through to completion, and able to manage own time.
• MS Office skills.
• Prior experience in working with Business Central system (NavOne).
• Able to work under pressure and to time frames.
• Methodical, thorough and attentive to detail
• Excellent oral and written communication skills in English, at all levels, within and outside the Trust Company

 

If you are interested in this role or would like more information, please do contact us directly: [email protected] and visit our website Accuro.com to learn more about us.