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Trust Officer
Description
On behalf of our client, a growing and dynamic financial services organization, we are looking for a Trust Officer to join the team.
Responsibilities:
-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.
Requirements:
-Bachelor’s Degree in Accounting, Finance, or a related area;
-Professional Qualification such as CA, ACCA, CPA, STEP, ACIS etc. or working towards the qualification;
-Excellent written and verbal communication skills;
-A working understanding knowledge of CORIS/CAPS/REEFS/Viewpoint desirable.
If interested, please get in touch via email: ronan@steppingstonesrecruitment.com for more information or to apply today.
Please note this role is only open to on-island candidates at this time. Caymanians and those with the right to work on-island without a work permit is preferred.