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Trust Officer

Description

Primary Duties & Responsibilities:

  • Administering a portfolio of trusts, companies and limited partnerships in accordance with applicable legislation, and Amicorp’s manual and internal procedures;
  • Conducting regular reviews of each entity in the portfolio;
  • Administering and meeting deadlines for all filings with the Registrar of Companies and other regulatory agencies;
  • Preparing minutes/resolutions for clients, maintaining and updating statutory records and registers;
  • Preparing notifications, statutory returns and documents for companies and limited partnerships; and
  • Liaising effectively with clients, trustees and legal counsel, actioning requests and servicing the client in a responsive, professional and efficient manner.

Other duties: Undertake such other duties, related to the position, as may from time to time be agreed with the Management.
Candidate Profile:

  • Strong client focus;
  • Focus driven achieving desired value added Win– Win business results in ethical ways;
  • High level of personal accountability for delivering quality and timely work;
  • Able to use a variety of communication skills to influence, overcome objections and/or resolve conflict when needed.
  • Anticipates and adapts quickly to changing organizational and business needs and applies creative thinking for solving unique client challenges;
  • Leads by example as a team member and fosters the development of others;
  • Able to use logic, effectively identify, collect, organize and accurately document data and/or information in ways that make it more useful for subsequent assessment, analysis, investigation and use by the account team.
  • Demonstrates subject matter expertise, credibility and effective partnering which helps clients and team members identify, evaluate and resolve complex or sensitive issues;
  • Ability to make timely decisions without sacrificing quality even under ambiguous circumstances, and/or deal with issues proactively and persistently when data is limited; and
  • Able to make decisions and solve problems involving varied levels of complexity, ambiguity and risk.

Qualifications and Required Skills:

  • The applicant should possess a Law Degree;
  • Possession of an ICSA or STEP qualification would be advantageous;
  • A minimum of 10 years of experience working in a similar role;
  • Must possess a thorough understanding of corporate structures and entities;
  • Strong organizational and prioritization skills with the ability to multi-task in a time critical environment;
  • Excellent written and oral communication skills with the ability to successfully liaise with people of all levels, whilst working effectively as part of a team;
  • A high level of proficiency with business software packages including Microsoft applications such as Word, Excel and Power Point; and
  • Fluency in Spanish or Portuguese required.
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