Trust Officer

TYPE Permanent JOB # 17228 LOCATION POSTED September 01, 2020 SALARY US$70,000 to US$85,000

The successful candidate will report to an Account Manager in support of the on-going administration of a large portfolio of multi-jurisdictional Trusts. It will involve acting on behalf of the trustee and includes responsibility for the administration and governance functions of an active portfolio.


Administering the life cycle of trust and company structures with diversified portfolios;
Drafting routine trust and company documents;
Reviewing bank statements and preparing portfolio performance reviews, as well as annual trust reviews;
Liaising with local and international legal professionals, financial institutions and professionals, as well as client liaison and support;
Coordination of AEOI reviews for new business;
Liaising with internal departments, clients, brokers, accountants, and directors;
Assistance with collection of accounts receivable;
Assistance with the maintenance and updating of statutory books and database administration and related statutory filings and payments;
Assistance with the creation and maintenance of various internal tracking spreadsheets and daily/weekly and monthly reporting; and
Coordinating and collection of KYC materials and attending to client onboarding.


STEP qualified preferred;
At least 3 years relevant private client trust work experience;
Possess a working knowledge of corporate and trust laws in a multi-jurisdictional context;
Experience with CAP and CORIS;
AEOI experience (reviews, classifications, due diligence);
Ability to organize and minute trustee/director meetings;
Ability to review and draft trust/corporate documents and resolutions;
Ability to assimilate, prioritize and process a high volume of client requests with rigid deadlines and work under pressure;
Experience with review of investment and financial statements;
Familiarity with AML laws in the Cayman Islands

In return, a competitive salary range is on offer commensurate with experience and qualifications, as well as a range of premium benefits.

To apply for this job email your CV/Resume to [email protected]

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