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.

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Ronan Horgan

Ronan Horgan

Recruiter