Assistant Compliance Officer #16659
March 25, 2019
Senior Manager, Trusts #16671
April 2, 2019

Trust Officer – Private Client Trusts

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

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.

Duties:

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.

Requirements:

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 mike@affinity.ky

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