Trust Officer
5 days ago
Contract Duration till 31st Dec 2025
RESPONSIBILITIES:
- General Trust Administration for Directed and Discretionary Trusts.
- Responding to requests from Settlor, Beneficiaries, Internal and External Stakeholders.
- Identifying and highlighting issues or problems that could pose a risk to the corporation of financial loss or damage to the corporation's
- Identification and management of regulatory, risk and AML responsibilities.
- Maintaining fiduciary documentary files according to guidelines and procedures so as to ensure that legal, fiduciary and record keeping responsibilities are performed and that there is evidence thereof.
- Ensuring that the corporation's data base system contains accurate and up to date information.
- Preparation and presentation of onboarding and periodic reviews of trusts and companies to ensure that they are being administered in accordance with company policies, jurisdictional and legal requirements.
- Maintaining the security of clients and corporation information by ensuring that all original and sensitive documents are appropriately filed or vaulted in accordance with corporation policies and procedures.
- Active management of the risk of error in the administration of increasingly complex and bespoke structures and more sophisticated regulatory requirements.
Knowledge/Experience:
- Prior experience in a Trust Administration role would be preferable.
- General knowledge of trust law, company law and administrative practice
Technical Skills
- Has a sound knowledge of fundamental trust law, company law and administrative practice
- Analytical Skills
- Easily reads, understands and analyses trust and corporate documentation
Communication Skills
- Above average ability to communicate verbal and written English in a concise and coherent manner with attorneys, clients and RMs etc. Addressing or conveying issues, challenges, opportunities arising in the ordinary course of business
- Ability to communicate effectively and present issues and possible solutions to the Fiduciary Committee, team colleagues to evoke appropriate response
- Ability to interact, cooperate and work through issues with team members, RMs and clients.
Trust Accounting
Company Law
Trust Services
Microsoft Excel
Written English
Analytical Skills
Interpersonal Skills
Administration
Trusted Business Partner
Bankruptcy
Word Processing
Trust Administration
Communication Skills
AML
Evidence
Unit Trusts
Microsoft Word
Regulatory Requirements
Customer Service
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