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Permanent. Trust Officer

Job Reference: 781979

The Trust Officer will work as the main point of contact for new and existing customers in order to meet company goals through growth and retention. They will handle all levels of portfolio management for clients and manage the workflow of clients’ assets

Responsibilities:   
  • Administer fiduciary accounts in accordance with applicable laws and regulations
  • Oversee annual administrative review of Trust accounts.
  • Check files for correct forms, codes, review payments and transactions for accuracy.
  • Review Trust Document to ensure documents are in compliance
  • Assist with the maintenance of Company’s polices, procedures and internal controls
  • Review and submit proposals for consideration, direction and approval.
Qualifications/Experience:     
  • Bachelor’s degree in business administration, accounting, finance, investments or business-related field.
  • ICSA, ACIS or STEP designation or a recognized equivalent would be an advantage
  • Minimum 3-5 years of experience in trust administration
  • Solid understanding of Cayman Islands corporate structures, laws and anti-money laundering regulations
  • Proficient in MS office
  • Ability to multi-task and work flexibly as a part of a team demonstrating strong organizational and time management skills with the capacity to thrive under pressure
Salary: US$70,000 – US$75,000 per annum plus benefits

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.

Apply for this role

Mary-Clare Treglia

mary-clare@theagency.ky

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