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.

Duties:

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.

Requirements:

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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