Administrator, Corporate Secretarial Services #16668
April 2, 2019

Trust Officer – Private Client Trusts

Job Type Permanent
Job Number 16663
Job Location Grand Cayman
Date Posted April 01, 2019

Affinity Recruitment has been engaged by a highly reputable, multinational financial services organization to assist in their search for a Trust Officer.

The successful candidate will report to an Account Manager in support of the on-going administration of a large portfolio of Trusts in our Private Client Group. It will involve acting on behalf of the trustee and includes responsibility for the administration and governance functions of a large portfolio of trusts and companies.


Administer the life cycle of trust and company structures with diversified portfolios;
Draft routine trust and company documents;
Reviewing bank statements and preparing portfolio performance reviews;
Liaise with local and international legal professionals, financial institutions and professionals, as well as client liaison and support;
Coordination of FATCA/CRS/AEOI reviews for new business;
Liaise 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;
Coordinating and collection of KYC materials and attending to client on-boarding.


At least 3 to 5 years relevant private client trust work experience;
Possess a working knowledge of corporate and trust laws as applied in a multi-jurisdictional context;
AEOI experience (reviews, classifications, due diligence);
Ability to organize and minute trustee/director meetings;
Ability to review and draft trust/corporate documents and resolutions;
Experience with review of investment and financial statements;
Familiarity with AML laws in the Cayman Islands.
Possession of or a willingness to pursue STEP qualification would be advantageous.

In return, a full and competitive remuneration package is on offer commensurate with qualifications and experience.

To apply for this job email your CV/Resume to

« Back to Job Listings

See more available Jobs

See more of Affinity

Cayman Jobs

Cayman Jobs

Affinity Recruitment is a boutique recruitment agency, specializing in finding Cayman jobs for local and ...
Read More
Permanent Jobs

Cayman Islands Jobs, Employment and Careers

Finding the perfect permanent job in the Cayman Islands, that meets both your career and ...
Read More
living in cayman

Living in Cayman

Living in Cayman The standard of living in the Cayman Islands is extremely high. The ...
Read More
work permit

Cayman Work Permits

Relocating can be an exciting opportunity and a chance to experience a new lifestyle. If ...
Read More
Executive Recruitment

Executive Recruitment

Affinity is the firm you can rely upon to meet your permanent and executive recruitment ...
Read More