Permanent. Trust Officer
Job Reference: 1003368
The Agency is recruiting for a Trust Officer on behalf of our client.
Why Apply for the role
Growth Opportunity: Leverage and expand your expertise in trust administration and fiduciary services within a supportive and innovative environment.
Professional Development: Benefit from continuous learning opportunities and the chance to earn advanced qualifications like TEP, enhancing your career trajectory.
Dynamic Environment: Engage in a varied and challenging role that involves direct client interaction, strategic planning, and compliance management.
Responsibilities
- Manage client onboarding, conduct risk evaluations, and handle compliance documentation.
- Engage with clients and attorneys, assess trust business prospects, and draft fee proposals.
- Oversee a portfolio of trusts, ensuring compliance with legal requirements and industry best practices.
- Manage communications with beneficiaries and apply expertise in finance, investments, and taxes to trust administration.
- Review and oversee client financial statements and bookkeeping tasks.
- Maintain accurate client data and conduct regular risk and client assessments.
Requirements
- Bachelor’s Degree in Law, Accounting or Business Administration.
- STEP qualified or working towards obtaining the qualification.
- At least 5 years of experience as a trust officer in offshore fiduciary services.
- Expertise in trust and company administration, corporate structures, business development, and compliance.
- Strong understanding of AML/ATF laws, FATCA, CRS, and financial asset management.
- Familiarity with ViewPoint, iManage, Microsoft Office, and AdEx is a plus.
If you’re ready to take on a rewarding challenge and make an impact, we want to hear from you! Apply today to join our clients team and contribute to their success.
We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Erika@theagency.ky
