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Trust Officer
Description
This position will involve:
- Managing a portfolio of Trusts and dealing with all day to day queries
- Reviewing documents pertaining to complex Trusts
- Update clients on all relevant regulatory changes
- Process correspondence and administrative matters from intermediaries, beneficiaries, clients, regulatory bodies and external service providers relating to the assigned portfolio of trusts and companies
- Communicate with clients, attorneys, accountants and other professionals as required.
Reqruiemtns
- STEP Diploma in International Trust Management (or be working towards it)
- A minimum of 3 years relevant experience
- Excellent written and verbal communication skills
- A working understanding of accounting to be able to review and interpret financial statements
- A working knowledge of the full Microsoft Office suite