The Agency is recruiting for a Trust Officer on behalf of our client.

• Administering trust and company structures with diversified portfolios.
• Drafting documents, reviewing bank statements, preparing portfolio reviews and annual trust reviews.
• Liaising with Lawyers, financial institutions and professionals, and directly with clients.
• Coordinating AEOI reviews for new business.
• Liaising with internal departments, clients, brokers, accountants, and directors.
• Client onboarding, including KYC requirements.

Requirements

• Professional Qualification such as STEP or working towards obtaining it.
• Minimum of 3 years of relevant experience in private client trust work.
• Experience with CAP, CORIS and Viewpoint.
• Working knowledge of corporate and trust laws in a multi-jurisdictional environment.
• Ability to organize and minute trustee/director meetings.
• Ability to review and draft trust/corporate documents and resolutions.
• Familiar with AML laws in the Cayman Islands.

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

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 Mary-Clare@theagency.ky