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Trust Officer
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RESPONSIBILITIES
Seeking a Trust Officer to join a growing team. Ideally the successful candidate will be someone whom has commenced or is keen to commence the STEP qualification, brings 3 - 5 years of trust/company administration experience and is confident to accompany Trust Managers or his/her Team Head to Client Meetings.
– Management, supervision and coordination of daily administration of trusts and
companies including taking full mandate responsibility
– Maintaining and developing personal contact with clients, advisors and other related parties
– Upon scripting of appropriate trustee resolutions/company minutes, taking fiduciary
decisions on the mandates assigned, within Company guidelines
– Co-ordination of mandate specific transactions with bankers, lawyers, accountants,
agents and/or consultants
– Administrative overview and control of mandates assigned including financial,
accounting and database reviews
– Technical support of more junior team members
REQUIREMENTS
– Distinctly reliable and precise, conscientious and professional
– Client handling skills, excellent demeanour
– Capable of problem-solving and acting independently
– Able to establish priorities and with strong organisational skill
– Flexible in the work organisation
– Capable of multitasking with high quality standards
– Commercial training/experience, ideally in the banking, fiduciary or legal area
– 3 – 5 years of experience in the administration of trust or corporate structures – or
equivalent transferrable skills
– Member or in the process of passing exams for the membership of STEP
– Fluency in English; any other language a plus
– Fully computer literate (MS Office)
– Professional, diplomatic, helpful, co-operative team player
– Absolute discretion and loyalty. High ethical standards.
– Knowledge of multi asset class investments is preferred (although not essential as
training will be provided)
