Trust Officer (FTC) | The Agency - Recruitment firm based in the Cayman Islands : The Agency – Recruitment firm based in the Cayman Islands

Permanent. Trust Officer (FTC)

Job Reference: 954070

Reporting to the Manager, you will be part of a team delivering high-quality solutions to clients which include high net worth individuals and private clients. Day-to-day your role will include:

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
Liaising with internal departments, clients, brokers, accountants, and directors
Client onboarding, including KYC requirements
You will demonstrate your exquisite eye for detail when reviewing relevant documentation for the establishment and continuation of complex trusts and trust companies
You will review documents pertaining to the establishment and continuation of private trust companies and complex trusts and related companies and ensure compliance with the same and all aspects of the relevant laws

In terms of experience, we are ideally looking for:

4 years trust administration experience
STEP qualified, or studying towards, ideally
Good knowledge of both the Trust Procedures and the Group Financial Crimes Minimum Standards
Proven experience in a client facing role
Working knowledge of client management/filing systems with the ability to adapt such knowledge to similar systems
Proficiency in Microsoft Word, Excel, PowerPoint and Outlook
Excellent time management and organization skills

Salary DOE plus benefits.

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 hello@theagency.ky. 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.